Family Offices 101: Your Introductory Guide

Family Offices 101: Your Introductory Guide

This is an introductory, self-paced course intended to provide talented professionals with a foundational understanding of the world of family offices and leave them with an advanced, holistic view of the bridge between successful families and their family offices. Due to the fragmented and opaque nature of the family office community, this course provides a gateway into the decision making processes of wealthy families, the nuances, best practices, and structures of family offices, the rise of virtual family offices, the realities of the family office recruitment process, and the standards of excellence for family office executives and employees.

Whether you are a family office veteran, a family member preparing for intergenerational wealth transfer, or a professional in wealth management, investment fund management, trust & estates, insurance, capital raising, or another field aspiring to enter the family office community, this course is designed to provide you with the most up-to-date information, catered to new technological advancements and reinventive processes undertaken by successful families and their family offices since the onset of COVID19.

In this five-part video series, you will:

• Learn what constitutes a single family office, multi family office, and virtual family office.

• Understand what a family office does, the options for wealthy families, and the circumstances that make a family office the smart decision.

• Be able to apply a five-step process to create and/or transform a family to be more institutional.

• Uncover the three constituents that interplay in family offices and maintain harmony.

• Know the components of a strong business plan and be able to develop a game plan.

• Understand why it is important to bridge leadership and culture principles within and between the successful family and family office.

• Identify the structures in setting up an SFO management company.

• Critically understand the importance and role of “the big three”: people, systems, & technology.

• Conceptualize the trails of successful family office executives.

• Receive first-hand knowledge of the rise of the modern, virtual family office.

• Understand processes of outsourcing, privacy & control for services, recruiting & maintaining standards of excellence.

• Gain the intellectual power from lessoned learned due to COVID19

• Be able to define the most important goal of a single family office and best practices.

Benefits:

Upon completion of this course, you will have achieved the foundational knowledge of the world of family offices and be equipped to master specialized courses in the topics covered in this introduction. You will be able to gracefully navigate recruitment interviews/conversations centered around the family office community, provide next-generation inheritors with the foundational knowledge they need to succeed, and/or begin the modern transformation of your single family office.

Deepen Your Understanding of The Opaque Nature of Family Offices: Structuring, Challenges, Recruitment, and Reinvention

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What you will learn

• What defines a family office, muti family office, and virtual family office.
• The options for successful families and be able to identify when a family office makes sense.
• The five-step process to create and/or transform a family office to be institutional.

Rating: 0

Level: Beginner Level

Duration: 2 hours

Instructor: Angelo Robles