Certified Family Office Practitioner

This course provides a good overview of the Family Office landscape in Singapore and around the world.

Participants will learn about the Family Office ecosystem as well as the various structures used across generations through history, and the reason behind the structures.

Participants will also understand how the family offices are governed in varying complexity and learn how to manage family dynamics such as family conflicts and priorities.

Duration: 8 hours (1 day)

8 CPD hours will be accorded.

Families are increasingly becoming more involved in creating their legacy through philanthropic giving and the impact they have.

This course provides a good introduction to how families of wealth approach philanthropy and impact investing. Participants will first learn about broad global trends, themes and concepts in relation to philanthropy and how to help the family identify their giving objectives. They will also learn about how some families are increasingly aligning their giving to sustainability themes and understand how ESG factors matter in not just giving but also the investment activities and decisions of the family.

Duration: 8 hours (1 day)

8 CPD hours will be accorded.

Through this course, participants will understand the fiduciary duty of the family office executive in managing assets across generations. Participants will examine the needs of the family in deciding investment principles with an emphasis on the longevity and preservation of capital across generations.

Duration: 8 hours (1 day)

8 CPD hours will be accorded.

This course provides an overview of the key considerations surrounding the family office set-up, infrastructure and operations.

Participants will also learn about key risk considerations such as cybersecurity, family/principal reputation, operating risks (including manpower), etc and also understand the regulatory and financial reporting obligations of the family office. Participants will also learn how to identify stakeholders and how to engage and manage them.

Duration: 10 hours (1.5 days)

10 CPD hours will be accorded.

FAA / SFA CPD: 3 hours

This course introduces the concepts around succession and the transfer of wealth from generation to generation and provides an overview of common approaches and practices around the world.

Participants will learn about the various wealth planning tools and solutions typically relevant to the ultra-high net worth segment and gain and understanding of how each of these may be used effectively. Participants will also learn about common challenges faced by families, especially where they are multi-jurisdictional and multi-generational and what these families need to consider when thinking about succession.  Participants will also learn to identify best practices of managing private family wealth, risks associated with succession planning, and approaches in initiating wealth transfer discussions with the Family.

Duration: 8 hours (1 day)

8 CPD hours will be accorded.