Key Wealth Forums

Vital insights for private clients

Our innovative WealthWise™ programme has evolved from Inheritors of Wealth™, identified by the Financial Times (February 2008) as one of the “new round of wealth-advisory seminars” for younger family members who come into substantial wealth.

Following discussions with delegates, other clients and advisors, WealthWise™ has been specially designed for private wealth owners at all stages and ages who already have or expect to come into substantial wealth.

WealthWise™ is a unique university-style course that brings together the expertise and experience of leading specialists in the field of wealth and asset management, combining group tutorials with one-to-one mentoring.

By including the related issues of personal lifestyle objectives, WealthWise™ helps delegates to ensure that they do not live in the shadow of wealth, but are equipped to enjoy all the opportunities that wealth confers.

Early responses from clients and advisors show that it has never been more important to understand how to protect and enhance private wealth, the essence of our WealthWise™ programme – especially in these troubled financial times.

Key Wealth Forums also produces a range of educational material for clients, including

  • Self-evaluation lifestyle questionnaires to help achieve personal objectives
  • Guides and glossaries that replace technical jargon with clear explanations of wealth ownership tools.

For further details about WealthWise™

These are all examples of Key Caring
for our clients
for their families
and for our professional partners.