Family Office Fundamentals

This course was designed to provide an introduction to the concept of a family office. It will review the common goals of why families and individuals decide to set up a family office. It will share more about the services that are typically delivered through a family office and will provide more insights into how they operate in terms of complexity. This course will also provide insights into how family offices may be structured and depending on the type of family that you are, which different approach might work best for you. This course will also give you more detailed archetypes of different types of family offices, including what a startup process and approach might look like when it comes to building out a family office.