Leading the Family Office

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.

Before you join us in London for an immersive week of learning you will complete an online module with our leading faculty. You will define family office basics and examine a case study which will be the focus of your learning journey throughout the programme.

During the 5-day programme in London you will collaborate with a diverse group of peers and learn from world-class faculty and industry leaders. You will apply a systematic approach to analyse real-life case studies practice theory in a wealth simulation and explore the opportunities and challenges of the family office business model. You will also develop a deeper understanding of how a family office functions roles & responsibilities managing conflicting mandates and learn to apply the frameworks.

At the end of the programme you will have a concrete action plan to lead your family office. You will become part of a global network of family office professionals who can support and inspire you as you navigate through current and future issues. You will also undergo a live session online within 90 days of completion to discuss the latest research and trends as well as personal learnings and implementations from the programme.

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.

Develop a strong governance model with oversight and better portfolio risk-return outcomes.

Interpret family goals for wealth management and preservation for generational transfer.

Interpret market events and impact on investment portfolio and decisions.

Define investment portfolio management approach and framework for decisions.

Clarify entrepreneurial goals (e.g. growing expanding diversifying or selling) driven by values vision and long-term objectives.