Family Office Fundamentals - Module 2
Module 2 focuses on three primary family office structures: Virtual Family Offices (VFO), Single Family Offices (SFO), and Multi-Family Offices (MFO). From the initial selection between virtual and traditional models to understanding the implications of single and multi-family offices, the course outlines how these structures influence wealth management, privacy, and generational continuity. The module emphasizes the comprehensive range of services these offices offer—operational, strategic, family-focused, and investment—highlighting how each contributes to effective wealth stewardship.
Learning Objectives:
- Differentiate Between Family Office Structures to highlight their unique advantages and suitability for different family and wealth management goals.
- Examine the comprehensive range of services provided by family offices, including operational management, strategic planning, family-focused services, and investment management, to understand their integration and support for comprehensive wealth management.
Featured Resources
Articles/Books
- Part 3: The Challenges, Opportunities, and Trends of a Multi-Family Office, Family Wealth Report
- The Complete Family Office Handbook, Second Edition, Wiley by Kirby Rosplock, Ph.D
- Three Ways Technology is Transforming the Family Office, Tharawat Magazine
Podcasts/Videos
- Consolidated Reporting 101, The Tamarind Learning Podcast
- Developing the Next Generation: Preserving Family Wealth Through Education, The Artisan Podcast
- Family Office Culture and Identity with Jill Barber, CYMI Holdings, The Tamarind Learning Podcast
- Family Office Set-up, Structure, and Compliance, The Tamarind Learning Podcast
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
