Wealth is the slave of a wise man. The master of a fool.
Global Standards for Private Wealth Management
 
The Institute for Wealth Management Standards is dedicated to advancing a global standard for the management of significant wealth. An independent, non-profit organisation founded by industry leaders, the Institute's singular mission is to develop and promote measurable, objective standards to foster responsible wealth management and to protect private wealth holders worldwide. The Standards are designed to be adopted and implemented by family offices, trusted advisors and others who manage significant wealth.  
 

Comment on the Standards - we want your views!
 
Do you agree with the proposed Standards? What would you change?
 
The Institute is committed to an ongoing, open dialogue with families and wealth management professionals. We are actively seeking views and opinions on the Standards to ensure they work for families. We would welcome any comments you may have.

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