The Family Office Programme

Henley Business School

Management

About Programme

Family offices are organisations that look after the financial and administrative affairs of ultra-high net worth investors, including wealth management, philanthropy, trusts and inheritance matters, and luxury lifestyle services.

This programme is designed to develop the particular capabilities of those planning to manage a family office or provide services to a family office. The emphasis is on learning from experienced professionals and networking with members of the family office industry

Programme Content

The programme is 100% online - it runs continuously year-round, with no start dates and no mandatory scheduled online activity. You will learn through on-demand lectures and webinars from industry experts.

Online work is supplemented with networking events throughout the year in major world cities.

Module subject Instructor

1. Introduction to the Family Office Lachlan Campbell – Mad success ltd/Walid Chiniara, Advisor to Business Families

2. Succession/Transition Planning Sophie Carr – Withers/Carolyn Butler – International Fiduciaries

3. Tax Considerations Matthew Sung & Darren Bowdern - KPMG

4. Structuring & Set-Up Jeremy Arnold – Withers Worldwide

5. Governance Julian Lim – Apha Calibration

6. Portfolio Management Tariq Dennison/James Quinn/Shinya Deguchi

7. Operations, Technology & Administration Vanessa Gibson – Illio/Lucia Perchard – IQ-EQ

8. The Private Bank Relationship Kenneth Ho – Carret Private Capital Ltd

9. Non-Financial Services IQ-EQ Team

10. HR Management Agreus Group

11. Philanthropy, Foundations & Impact Investing Jennifer Emms – Maurice Turnor Gardner LLP

12. Risk Planning & Crisis Management Arabella Murphy – Propitious/Ann Cooley – Pacific Hawk

Programme Audience

Family office managers and their counterparties

Testimonials

"The insights from leading specialists and experts gathered by the program were very valuable, providing both theoretical but also real life experiences."

Patrice Lo

Director, SS&C GlobeOp

"undefined"

Michelle Liu

AVP at State Street

"undefined"

Thomas Shay

vCTO, Edge Technology Group

Testimonial Source

Other programs in this subject area you might find useful

Same topic, Similar duration - Broader exploration across all institutes

Contact us for the further details

Speak with an Advisor

Pedagogy (case method, experiential learning, coaching, simulations)
Programme Objective
Contact Person Details
Programme Benefits
Brochure

Prashansa Uttam

Programme Advisor

+91 9403890085[email protected]Mon – Fri, 9am – 5pm IST

Henley Business School

Executive Education Office

https://www.henley.ac.uk

Reading, UK

Tell us about your program enquiry

Fill out the form below and our team will get back to you within 24 hours.