Daniel de Fernando, Partner of MdF Family Partners, has participated as a speaker at the 8th edition of the “Private Wealth Management Spain (PWMS) Program” which has taken place on the 17th – 20th of February in Madrid.
PWMS is a program organized by the Chicago Booth University and the Numa Foundation with a comprehensive and strategic approach to wealth management and family cohesion designed specifically for business families.
Daniel de Fernando’s presentation has dealt with the financial assets available in the market. In addition, he has taken part on the investment roundtable.
This program, which has been carried out since 2009, provides attendees with the necessary elements to develop their own “road map” in order to define and successfully implement their family and wealth strategy, based on a unique management model developed by the Foundation Numa over more than 10 years. It also helps families to agree on the cooperation framework and align the vision of all family members. In addition, the programme provides tools and processes that have been validated by hundreds of business families.