Certificate for Family Office Practitioner – Family Office Management and Operations

Programme Overview

The Certificate for Family Office Practitioner – Family Office Management and Operations is one of the modules for our signature programme – “Certified Family Office Practitioner”, which is devised to provide the skill set for those who are aspiring practitioners for the Family Office, and to provide a comprehensive understanding of the Family office perspectives, internal dynamics and structural setup.


The programme has been structured to cover a range of essential topics that form the core of a successful Family Office practitioner’s skill set. This stackable approach allows participants to complete the programme at their own pace, giving them the flexibility to balance their learning with their other professional commitments.


The Certificate for Family Office Practitioner – Family Office Management and Operations 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.


Total: 10 CPD hours (1.5 days)
FAA CPD: 3 hours
SFA CPD: 3 hours


Learning Outcomes

  • Explain the family office setup and the rationale for the composition
  • Identify key risks associated with Family Offices and solutions to them
  • Weigh the pros and cons of insource vs outsource, buy vs build
  • Recommend optimum human capital requirement for the Family Office
  • Articulate and facilitate reporting obligations of the Family Office


Topics Covered

Risks faced by Family Office e.g., cybersecurity, principal reputation, etc.,   
Required reporting to stakeholders, managing the principal(s), typical manpower/org structure, etc.   
Key considerations for Family Office infrastructure and operations  
Insource vs outsource and buy vs build 
Source of information (relevance, frequency), reporting and analytics  
Manpower considerations 
Regulatory and legal reporting obligations of the Family Office  

Download programme brochure

Who Should Attend

Individuals with more than 3 years of relevant experience and had demonstrated applied knowledge in the various functions within the family office segment

  • Multi and Single Family Office Representatives
  • Wealth Planning Professionals
  • Private Bankers and Client Relationship Managers handling UHNW and Family Office segment
  • Family Trust Consultants
  • Private Client Practice Professionals including lawyers and accountants
  • External Asset Management Professionals
  • Financial Planners

Useful Links


Participants who successfully complete the programme will be awarded: 


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 the terms & conditions governing registration, payment, cancellation, deferment and no-show.


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.


Certificate for Family Office Practitioner - Family Office Management and Operations (Intake 2) - 22 & 23 Apr 2024



Upcoming Dates

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