Family Office

Certificate in Philanthropy and Social Impact

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Programme Overview

The Certificate in Philanthropy and Social Impact will help wealth advisors, wealth planners and family office professionals formulate philanthropic and social impact frameworks and strategies for Family Offices and clients. Learn from leading global and local experts to integrate Philanthropy into your advisory practice and build deeper, more meaningful connections with Family Principals and clients.

 

This programme is designed specially for professionals serving Family Offices and the Ultra High Net Worth (UHNW) to identify and structure philanthropic and social impact strategies and incorporate them into their wealth planning practices.

 

Emerge as a trusted advisor to help clients build a legacy and achieve a positive impact for themselves, their family and the community.

Modules

Section 1: Defining philanthropic and social impact objectives in the context of wealth planning

Learn how families approach philanthropy, and how to set objectives and define a philanthropic approach that is tailored to the unique needs and legacy considerations of each family.

 

Section 2: Different approaches and strategies to carry out philanthropic and impact activities

Learn about the different strategies and trends of carrying out philanthropic activities, and the different ways a family can make impact. 

 

Section 3: Implementation of philanthropic and social impact activities

Understand the practical aspects of implementing philanthropy, including different types of structures and how to decide which organisations to support. Learn about due diligence considerations and how to measure real impact.

Interested Participants Also Enquired About:

Certificate for Family Office Advisors – Advanced

Certificate for Family Office Advisors – Foundation

Certificate for Family Office Advisors for Greater China Markets