| Preferential Rates given to all members of the Law Society of Singapore |
The “Certificate in Family Office for Legal Practitioners” is WMI’s flagship programme developed in partnership with the Law Society of Singapore. It provides a structured and practice‑relevant platform to build advanced expertise in the family office and private wealth advisory sector.
The programme focuses on developing the technical depth, professional judgment, and advisory capabilities required to support families on complex wealth, governance, succession, and cross‑border matters, within an increasingly globalised and multi‑jurisdictional family office environment.
Partner:
The “Certificate in Family Office for Legal Practitioners” is designed to cover a range of essential competencies and knowledge areas required to operate effectively within the family office and private wealth advisory sector.
Delivered by leading family office professionals with deep domain expertise, including faculty with legal backgrounds, the modules provide a structured learning pathway for participants to deepen and expand their technical skills and professional competencies, aligned with the Family Office job family under the IBF Skills Framework for Financial Services.
The stackable programme structure enables participants to complete the modules at their preferred pace, offering flexibility to balance learning alongside ongoing professional commitments. Completion of the core modules is required before progressing to the advanced modules.
Certificate in Family Office & Governance
This module provides a comprehensive introduction to the evolving global family office landscape and its role within the wider private wealth ecosystem. Participants gain clarity on the core functions of family offices and how they collaborate with legal, tax, investment, and advisory professionals.
Duration: 8 hours (1 day)
IBF accreditation and 7.5 SILE Public CPD Points
Certificate in Wealth, Succession and Legacy
This module provides an overview of the principles and practical considerations behind effective wealth transition across generations. Participants will learn how family purpose, values, and long‑term objectives shape succession and legacy planning, with emphasis on the needs of multigenerational and multi‑jurisdictional families. The module introduces key estate and wealth‑planning tools, structures, and regulatory frameworks, enabling participants to support client aspirations through structured needs assessments and informed decision‑making.
Duration: 8 hours (1 day)
IBF accreditation and SILE 7.5 Public CPD Points (Inclusive of 1.5 Public MEC Points)
Certificate in Multi-Jurisdictional Tax and Structures
This module provides an overview of how family offices operate within complex cross‑border tax and regulatory environments. Participants gain practical insights into key tax regimes and regulatory considerations across major family office centres such as Singapore, Malaysia, Hong Kong, Dubai, the United Kingdom, and the United States, and learn how these variations influence structuring choices and operational strategies.
Duration: 8 hours (1 day)
Pending IBF accreditation and SILE 7 Public CPD Points (Inclusive of 2.5 Public MEC Points)
Certificate in Family Office Management & Operations (Legal Practitioners)
This course provides a concise yet comprehensive introduction to family office management and operations, covering how to design, set up, and structure a family office that meets the needs of families and stakeholders across generations. It explores common family office models, the importance of building an ethical culture grounded in integrity and trust, and the essential systems and processes required for effective operations. Participants gain practical insight into regulatory and financial reporting, risk management, and core organisational functions such as HR and governance, equipping them with a strong foundation in the day-to-day management of a modern family office.
Duration: 8 hours (1 day)
Pending IBF and SILE accreditation
Certificate in AML, Fiduciary Duties and Regulatory Compliance
This module provides a streamlined overview of the regulatory, governance, and risk considerations shaping family office operations, covering Singapore’s framework, key global developments, and core ethical, compliance, and reporting obligations. It highlights major risk areas—such as cybersecurity, AML, operational, and reputational risks—and practical strategies for mitigation and cross‑border compliance. The module also examines family office investment activities from a governance and regulatory standpoint, including oversight structures and CMS licensing requirements, with a focus on how a Single Family Office’s purpose and activities drive its governance model.
Duration: 8 hours (1 day)
Pending IBF and SILE accreditation
Certificate in ESG, Philanthropy, and Sustainable Investing
This module equips professionals working with wealthy families to align capital with purpose by integrating philanthropy and sustainable investing into a unified, values‑driven strategy. It covers key global trends, regulations, and disclosure frameworks shaping modern philanthropy and sustainability, along with practical approaches for embedding mission, stewardship, structuring, investment decision‑making, and impact measurement. Through case studies and discussions, the module also explores how to foster inclusive, cross‑generational conversations around purpose, legacy, and social impact.
Duration: 8 hours (1 day)
Pending IBF and SILE accreditation
Successful completion of the programme qualifies individuals for WMI’s Certificate in Family Office for Legal Practitioners.
Professionals who advise or wish to advise high‑net‑worth families and family offices on wealth structuring, succession, governance, and cross‑border regulatory matters.
Useful Links
Participants who successfully complete the programme will be awarded:
Accreditation
IBF Accreditation
This programme is accredited by The Institute of Banking and Finance (IBF). Singaporeans and Permanent Residents are eligible for enhanced funding support of up to 70% course fee subsidy under the IBF Standard Training Scheme (IBF-STS).
Information on IBF-STS funding is available at https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS
SILE
Certificate in Family Office & Governance
Certificate in Wealth, Succession and Legacy
Certificate in Multi-Jurisdictional Tax and Structures
Participants who wish to obtain CPD Points are reminded that they must comply strictly with the Attendance Policy set out in the CPD Guidelines. For this activity, this includes signing in on arrival and signing out at the conclusion of the activity in the manner required by the organiser, and not being absent from the entire activity for more than 15 minutes. Participants who do not comply with the Attendance Policy on any particular day of the activity will not be able to obtain CPD Points for attending the activity. Please refer to www.sileCPDcentre.sg for more information.
Certification
Certificate in Family Office & Governance
Upon completion, participants will be:
Awarded the WMI Certificates for
Certificate in Wealth, Succession and Legacy
Upon completion, participants will be:
Awarded the WMI Certificates for
Certificate in Multi-Jurisdictional Tax and Structures
Upon completion, participants will be:
Awarded the WMI Certificates for
*Advanced Modules are currently being prepared for IBF accreditation.
About IBF Certification
The following programme addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
Certificate for Family Office & Governance
Certificate for Wealth, Succession and Legacy
Certificate for Multi-Jurisdictional Tax and Structures
*Advanced Modules are currently being prepared for IBF accreditation.
Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.
Find out more about IBF certification and the application process at https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified
Fees and Fundings
Members of the Law Society of Singapore are entitled to a preferential rate of SGD 1,800 before GST.
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Company-Sponsored | Company-Sponsored/Self Sponsored | |
Fees and Fundings
Members of the Law Society of Singapore are entitled to a preferential rate of SGD 1,800 before GST.
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||||||
|---|---|---|---|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR | Singaporean Aged 40 & Above | |||||
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Fees and Fundings
Members of the Law Society of Singapore are entitled to a preferential rate of SGD 1,800 before GST.
| Modules | Fees after Subsidy (incl. of GST) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||||
|---|---|---|---|---|---|---|
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| Category | |||
|---|---|---|---|
| 2 | |||
| 1 | Not Applicable | ||
1 For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.
2 Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.
Fees and Fundings
Members of the Law Society of Singapore are entitled to a preferential rate of SGD 1,800 before GST.
| Core Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | |||||
|---|---|---|---|---|---|---|---|
| Before GST | After GST |
|
|
||||
| Certificate in Family Office & Governance | 2,000.00 | 2,180.00 | 1,180.00 | 780.00 | |||
| Certificate in Wealth, Succession and Legacy | 2,000.00 | 2,180.00 | 1,180.00 | 780.00 | |||
| Certificate in Multi-jurisdictional Tax and Structures | 2,000.00 | 2,180.00 | 1,180.00 | 780.00 | |||
Fees and Fundings
Members of the Law Society of Singapore are entitled to a preferential rate of SGD 1,800 before GST.
| Core Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | Below 40 | 40 & Above | ||
| test | ||||
| Advanced Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | |||||
|---|---|---|---|---|---|---|---|
| Before GST | After GST |
|
|
||||
Certificate in Family Office Management & Operations (Legal Practitioners) |
2,000.00 | 2,180.00 | 1,180.00 | 780.00 | |||
Certificate in AML, Fiduciary Duties and Regulatory Compliance |
2,000.00 | 2,180.00 | 1,180.00 | 780.00 | |||
Certificate in ESG, Philanthropy, and Sustainable Investing |
2,000.00 | 2,180.00 | 1,180.00 | 780.00 | |||
| Advanced Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 January 2024) (S$) | ||
|---|---|---|---|---|
| Before GST |
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Note:
Fees shown are after IBF-STS funding. Subsidised# fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.
Click here to read more about funding support for IBF-STS, and the terms & conditions governing registration, payment, cancellation, deferment and no-show.
Eligible SG citizens may utilise SkillsFuture Credit to offset course fees. This is only applicable for the regular SkillsFuture Credit, and not applicable for the SkillsFuture Credit (Mid-Career) additional top-up funding.
Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount across “Family Office” programmes. Click here for more information on GFO Circle membership.
The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).
This programme is pending accreditation by the Institute of Banking and Finance (IBF). When accredited, Singaporeans and Permanent Residents will be eligible for funding support of up to 70% course fee subsidy under the IBF Standards Training Scheme (IBF-STS).
Fees shown are after IBF-STS funding. Subsidised fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.
Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and terms & conditions governing registration, payment, cancellation, deferment and no-show.
The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
Please note that program dates are subject to change at WMI’s discretion in the event of unforeseen circumstances. WMI will strive to provide advance notice of any changes whenever possible.
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