Family Office Fundamentals - Module 3

  • 16 Lessons

About Course

This course offers an in-depth exploration of human capital management within family offices, emphasizing the integration of diverse generational values and leadership strategies to manage substantial family wealth effectively. The module covers essential topics such as employment strategies, leadership development, and succession planning, alongside governance and change management. Read More

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  • Learning Objectives

Human Capital

  • Introduction to Human Capital

  • Family Office Employment

  • Family Office Human Resources

  • Staffing Your Family Office

  • Family Office Talent Challenges

  • Human Capital and The Family Office


  • Leadership

  • Next Generation of Family Leaders

  • Homework I - Hiring Family Office Leaders

  • Leadership Strategy

Innovation and Managing Change

  • Family Office Governance

  • Internal and External Change

  • Services Across Generations

  • Homework II - Family Office Strategic Plan


  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Module 3 explores the family office's human capital dimension. It delves into the people employed by a family office, from human resources, staffing, and employment to hiring and compensation. Next, it covers the importance of family office leadership and the role of family and non-family leadership. The module offers approaches to managing change and innovation to guide its strategic planning process.

Learning Objectives

  1. Examine human capital management within family offices to understand how human resources roles, family dynamics, and leadership qualities contribute to effective staff recruitment, onboarding, and management.
  2. Navigate innovation and change by exploring how family offices respond to market shifts, regulatory changes, and technological advancements, while considering the influence of next-generation members on sustainable investments.
  3. Explore family office governance and decision-making processes by analyzing various models and methods to assess their effectiveness and impact on family office operations.

Featured Resources:

The following lessons reference several helpful books to supplement your learning. These are not required to complete the coursework but may be beneficial to further expanding your knowledge.


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