Start Date / Programs / Extended Catalog

Private Wealth Banking & Family Office Strategies

Private banking and family offices: two disciplines, one wealth strategy.

In Person6 hoursNovember 2025

Program Description

Private Wealth Banking & Family Office Strategies is a six-hour in-person session devoted to the two core disciplines of the Private Wealth Management Institute: private wealth banking and family office architecture.

The format is deliberately compact. A single in-person day, scheduled for November 2025, with the density of content that characterises the Institute's programmes and the direct contact that only the classroom allows. For the wealth professional, it is also a venue for in-person networking with peers.

The detailed syllabus and official brochure are available upon request through the Institute. Like all PWMI programmes, it is governed by a single philosophy: Learn. Apply. Profit.

General Objective

To offer participants, in a six-hour in-person session, a strategic view of private wealth banking and of the family office's role in managing family wealth, understanding how both disciplines come together in a single wealth architecture.

Learning Objectives

  • 01Understand the private wealth banking service model for high-net-worth clients.
  • 02Analyse the role of the family office in the management and governance of family wealth.
  • 03Identify the wealth strategies that link private banking and the family office.
  • 04Assess how both structures complement each other within a single wealth architecture.
  • 05Apply the concepts to the Mexican and Latin American wealth context.

Why Take This Program

  1. Six hours of in-person immersion in private wealth banking and family office strategies.
  2. Compact single-day format: maximum content density, minimal disruption to the agenda.
  3. Fully in-person format: direct discussion, no screens in between.
  4. Scheduled for November 2025.
  5. Tuition of $20,000 MXN plus VAT.
  6. Part of the 2025–2026 extended catalogue of the Private Wealth Management Institute.
  7. Addresses the Institute's two core disciplines: private wealth banking and family office architecture.
  8. A venue for in-person networking with fellow wealth professionals.
  9. Delivered under the Institute's guiding philosophy: Learn. Apply. Profit.
  10. Detailed syllabus and official brochure available upon request through the Institute.

Syllabus — Key Topics