Moneris in the AESE Short Program on Family Property Management: strategies, risks and profitability
Zoom // 8 and 9 July // 10h00 – 13h00
AESE Business School will hold next week a 6-hour online training on Family Heritage Management, with the support of Moneris, where various topics related to the management of family assets will be addressed, from the legal aspects associated with the management of inheritances and taxation, to the various investment strategies, from a medium and long term management perspective.
Ana Louro, Partner of Moneris, will share knowledge and strategies on the most operational aspects of how to organize information – based on accounting principles – and how to report to the various stakeholders the composition of the portfolio, profitability and risks.
The Short Program Online on Family Heritage Management takes place on July 8 and 9, between 10:00 am and 1:00 pm, on the Zoom platform.
Registration can be made online until July 7th and has a special price of 175€ for Moneris customers (normal price: 220€).