Family Office

Learn how to serve the needs of families and their businesses, by offering services on investment management, succession & legacy planning, and philanthropic or foundation activities.

What you will learn:

• Study psychological and communication strategies to better understand family dynamics and individual member's needs.
• Learn to facilitate dynamic workshops for developing a family policy statement, including exercises to clarify values, vision, and long-term objectives.
• Delve into how to incorporate traditional and alternative investments, considering ESG factors aligned with the family's ethical values. 
• Learn methods to test portfolio resilience under various economic and market conditions, educating the family on potential outcomes and strategic responses.
• Study various successful family governance frameworks and their implementation in differing family office contexts.
• Develop skills in leading family meetings, mediating disputes, and fostering a collaborative environment.
• Gain expertise in advanced risk assessment tools, including behavioural risk profiling and tailored investment policy statement (IPS) development.
• Learn sophisticated techniques for selecting and evaluating external managers, including qualitative and quantitative analysis.
• Focus on the successful mechanisms of succession planning through wealth and leadership transition across generations.
• Gain insights into the differences, advantages, and challenges of multi-family vs. single-family offices.
• Understand the financial aspects of running a family office, including budgeting, cost control, and revenue models.
• Learn how to attract, develop, and retain top talent in a family office setting, considering both technical expertise and alignment with family culture.

*Subject to change