This module 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: 4 hours