国际财富传承与规划标准委员会是由全球著名专业人士组成的最高管治理事会监管及运作,旨在制定及管理财富传承与规划行业标准。

获得 QEPP 和 QFOA 认证后,财富规划师和家族办公室顾问将具备国际标准和工具,能够与客户理性地规划如何通过金融市场操作积累财富,如何通过资产配置和全球投资增值财富,如何通过税务效率高的结构保护财富,以及如何有效地将财富传承给亲人和对社会负责的慈善机构。

WPSB使命

WPSB致力于通过高质量的教育、最新的法规变更以及跨地区的QEPP和QFOA从业人员之间的交流机会,来提升财富规划师的卓越水平。

WPSB愿景

WPSB 的愿景是建立财富规划的黄金标准,并保持 QEPP 和 QFOA 标志作为全球财富规划卓越典范。

WPSB标准

WPSB积极制定全球领先的国际财富传承规划师(QEPP)和国际家族办公室规划师(QFOA)标准,以提升其专业知识水平,并通过考试和实践活动认证合格的QEPP和QFOA从业人员。WPSB开发全面的课程和实践内容,强化技能,充实知识,使QEPP和QFOA从业人员能够以客户利益为中心,专注于提供财富架构和财富传承方面的整体解决方案。

管治理事会成员

了解更多关于我们的服务

1985

Start with a small service

This was the time when we started our company. We had no idea how far we would go, we weren’t even sure that we would be able to survive for a few years. What drove us to start the company was the understanding that we could provide a service no one else was providing.

consulting_placeholder
1990

First employees

This was the first period when Consulting WP actually felt like it would stick around for a while. We realized we were growing more stable and expanding at the same time. We needed a new office as we had severely outgrown the last one. We started scouting for a new location.

consulting_placeholder
2001

First recognition

By this time we were a well known name within the industry. We had been prominent members of the industry for more than 16 years and worked for some of the biggest clients in the industry; we weren’t dismissed by anyone because we could not be dismissed by anyone.

consulting_placeholder
2015

Consulting wp — corporation or family

Our journey has only brought us higher. Information Technology completely changes the way we analyze and present data. We have embraced new technologies and have ensured that our clients receive cutting edge analytics. As we go on towards the future we intend to exploit the full potential of new technologies to power our services.

consulting_placeholder

Why choose us

Travel and Aviation
Consulting

Consultants ranked firms on a scale of one to 10, based on prestige, firm culture, work-life balance, compensation, and other factors.

Financial Services
Consulting

We are a dynamic niche consulting firm that has been helping visionary financial services brands convey their true essence.

Business Services
Consulting

We have had to start competing on quality of life in a way that they never had to before — leading to higher ratings from consultants.

Energy and Environment
Consulting

Engage with consumers and inspire the media — we ensure brands are seen and heard in all the right places.

Consumer Products
Consulting

We are a company that offers design and build services for you from initial sketches to the final construction.

Surface Transport
& Logistics Consulting

The ConsultingWP firm scored highest for vacation policy, hours in the office, and overall satisfaction.