Leading the Family Office

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Leading the Family Office

Programme impact

Building sustainability and preserving legacy

Develop inspiring and practical strategies to serve the needs of ownership, families and their businesses, face-to-face with world-leading academics and practitioners.

Good for you
Good for your organisation

Use insights to build, manage, transform and grow a family office.
Use empirically sound frameworks and models to craft align the family office to the family values, vision and goals.
Accelerate the implementation of changes to the investment portfolio of the family office in response to market & geopolitical changes.

Strengthen understanding of asset classes, portfolio strategies and construct resilient portfolios.
Become a catalyst for change in your family office and family enterprise.

Who attends

Right for you?

Leading the Family Office is targeted at families of wealth considering setting up, or in the process of setting up a single family office, or wanting to identify the best practices for an existing single family office. The programme is exclusively open to family members. To get the most out of this experience, we strongly recommend family teams – members from the same or different generations – to attend the programme together. This will help you build on a common approach, promote team spirit and support within the family and facilitate implementation of what you have learned once you are back home.

This programme is designed for professionals within the family office. Attendees will include:

Family members in roles such as:

Business leader or family office leader
Employees and executives
Owners and beneficiaries
Board members
Investment committee members
Family council and owner council members
Next generation members
Lineal descendants and spouses

Non-family members are welcome if they attend with the family. They may be in roles such as:

Senior non-family executives in the family business or family office
Independent board members or investment committee members
Trustees

Programme content

Ensure generational prosperity for your family business

Develop new strategic perspectives on how to build, transform and make fit-to-purpose a family office.

What you learn
How you learn
Your learning experience
FAQs

Learn the role, objective and models of family office in managing, preserving and transmission of wealth to the next generation.
Understand how to build, transform and make a fit-to-purpose family office, resources required, governance structure, and define the focus of your family office.
Learn models of managing and preserving wealth, investment and execution strategies, risk evaluation and how to align to investor needs.
Understand how asset class return assumptions are incorporated to build portfolios, allocation framework to asset classes and how to interpret the markets to create a dynamic portfolio allocation strategy.
Recognise psychological and communication strategies to better understand family dynamics and individual members’ needs.
Build a deep understanding of successful family governance frameworks and their implementation in differing family office contexts.

Our faculty

Experts in the field

01/01

Certificate in Finance

This programme can also be taken as part of the Certificate in Finance. Gain the knowledge and tools to build expertise in finance. Customise your learning by selecting four courses from our extensive, world-class portfolio.

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