Private Wealth & Family Office (PWFO) - Swiss Certified

Latest news from MyPrivate Family Office Click on the link below to read the latest news from our partner MyPrivate Family Office. https://lnkd.in/dWH4g2WV

Belinda Wong (PWFO Thought Leader) Subject Exclusivity: Hong Kong      End the year with an amazing article from our Thought Leader. Click the link below to read the article https://lnkd.in/dHYuPh4Z      

Christian Kingombe – PWFO Thought Leader for Impact Investing Click on the link below to read an interesting article from Dr Christian. https://lnkd.in/dbMfrMaw

The Evolution of the Digital Nomad and Global Opportunities in Tax Planning Read the article from our vice-president, Dan Dobry https://lnkd.in/dUZw8qpS

After this series that has been broken down into 5 parts, you will be able to better plot your path to an exciting future in the Financial Services sector.    To join us, simply click the link below on the day of the event.

Bringing an initial idea to life is just the beginning It is often the case that the first realization uncovers new challenges and opportunities, prompting the need for additional creative thinking. The journey from conception to success is rarely a straight line; it is more like a spiral, ascending with each new idea that builds upon the previous ones. Sylvan Goldman owned the Piggly Wiggly supermarket chain in Oklahoma City and he was doing pretty well. However, the quantity of goods each customer would buy was constrained by how much could be physically carried. He realised customer ceased shopping when their baskets became overly full or burdensome to carry. Inspired by a folding chair, he got a carpenter and a maintenance man to put wheels on the legs of a folding chair and placed a basket on the seat. This contraption was the prototype for the first grocery cart. But that did not take off. So he went further and designed a cart with two wire baskets to help customers carry more goods. His invention, initially met with scepticism, became a global success after he hired models to demonstrate its convenience, leading to the founding of the Folding Carrier Basket Company for mass production. Goldman's simple yet brilliant idea, born amidst economic hardship, transformed the way people shop and is still indispensable in supermarkets today. Just as Sylvan Goldman observed the limitations of his customers' physical capacity to carry goods and sought to empower them with a tool that expanded their purchasing potential, I discovered the limitations in financial literacy among private citizens and families. My goal is to empower them with knowledge and tools through PWFO, enabling them to take control of their financial futures. PWFO aims to equip individuals and families with the ability to manage their wealth more effectively. This not only enhances their personal financial experience but also holds financial institutions accountable, ensuring they serve their clients' best interests. Both Sylvan Goldman's and my objective are about lifting constraints—be it the physical burden of carrying groceries or the burden of financial dependency on banks. Both seek to transform a passive experience into an active and empowered one, where the user, or in your case, the client, is put in the driver's seat with greater autonomy and capability. #financialindependence#familyoffice#privatewealth

BONART Circle of Wealth Creation is pleased to invite you to our upcoming webinar tailored for investors interested in the privately-rented UK residential real estate market. This exclusive event is co-hosted with LRC, a distinguished institutional real estate platform managing €6 billion in assets, including over 10,000 residential units and 500,000 square meters of commercial space across Europe. Webinar Details: Date: Next Wednesday (Nov 13th) Time: 10:00 AM CET Format: Online Webinar Registration: https://lnkd.in/dVtq7uWA Agenda: Introduction from BONART Key Insights by Nadav Zohar, Chairman of LRC:  Macro trends of the UK residential market Why the UK market currently offers a unique opportunity How can a manager create added value in the rental residential market Update on LRC Fund IV Overview of the Special Investment Opportunity: 3-Year Investment: Participate in a BONART-structured and managed security giving exposure to LRC Fund IV targeting a 12-13% net IRR. Exclusive access to invest alongside institutional investors: LRC Fund IV has already secured £278 million in commitments from global financial institutions. This vehicle is the only participation route for non-institutional investors. Time-Sensitive Investment: Discover the final close investment opportunity with LRC, with a deadline in mid-December 2024. Invest now and benefit from potential uplift on the capital already deployed by LRC. Minimum investment: 250K EUR.