Family Office Fundamentals

  • 24 Lessons

About Course

This course provides a primer to understand the basic goals, services, structures and approaches to a family office. Read More

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Overview

  • Learning Objectives

Background

  • Family Office Defined

  • Family Office Implications

  • Family Office Goals

  • Family Office Functions

  • Family Office Roles

  • Family Office Archetypes

  • Three Family Office Pathways

Structures

  • Virtual Family Office

  • Introduction to Single Family Offices

  • SFO SWOT

  • Introduction to Multi Family Offices

  • MFO Complexity

  • MFO SWOT

  • Homework I - Family Office Setup, Structure, and Compliance

Conclusion

  • Family Office Trends

  • Wrap Up

Family Office Services - move to mod 2

  • Homework II

  • Family Offices Summary

  • Family Office Function

  • Intro to Family Office Services

  • Family Office Services Continued

  • Investment Services

  • In-House and Outsourced Services

Test Your Knowledge

  • Quiz Locked

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.

Customers Review

4.7 out of 5

3 customer ratings

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Rita G.
Nov 12, 2023
VERY GOOD GRAPHICS AND EXPLANATIONS. A LOT OF TIME DEDICATED TO FO SET UP AND STRUCTURE - NOT SURE IF START UPS DELVE INTO ALL THESE AT THE ONSET.
Sally L.
Nov 10, 2023
This would have been very valuable to us in 1997 when we were at the beginning of forming a SFO.
Megan B.
Nov 06, 2023
While much of the content is familiar- the way in which it was organized and then summarized (with opportunity to revisit the lesson) is most helpful. For a topic that is so vast- this course hit the right level of depth and detail.