Family Office

Certified Family Office Advisor

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Programme Overview

The “Certified Family Office Advisor” is WMI’s signature programme designed to build capabilities for the existing advisors to Family Offices. Through practice-led discussion, participants learn the key communication strategies to establish family constitution, vision, and charter, and emerge with key competencies in the aspects of wealth succession tools, family governance tools and structures, investment landscape, and the specifics of managing transgenerational family assets.

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Programme Structure

The programme has been structured into 2 parts.


Completion of the Certificate for Family Advisors – Foundation programme is required prior to taking the Certificate for Family Office Advisors – Advanced programme.


Upon successful completion of the Certificate for Family Office Advisors – Advanced, the participant will be eligible for WMI’s credentials for Certified Family Office Advisor, in tandem with IBF’s certification eligibility requirements.


The participant will be offered a complimentary 1-year Membership to the Global-Asia Family Office Circle.

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