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Pictet Multi-family Office: Family Governance Pitching
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Pictet Multi-family Office: Family Governance Pitching
case study
executive summary
Our family office's strength and influence - Family Governance Solutions.
Learning objectives:
1. Introduce myself as a CEO/MD/Director
2. Introduce the bank's history and competitive advantage
3. Introduce the team, RM, Product Specialist, Trust, Tax, and Legal
4. Conduct the meeting in Mandarin independently with confidence
5. Focus on client review, asset allocation, and philanthropic and charitable fund
6. Read between the line and understand the Chinese thinking
case study
key point
The key point and your take-away from this case study 'Pictet Multi-family Office: Family Governance Pitching '. Your learning combines both language skills and market knowledge.
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case study
learning exercises
Active learning will accelerate your skills, and your study of 'Pictet Multi-family Office: Family Governance Pitching '. Each exercise is designed to promote and strenthen your language skills. Login Required.
