Certificate for Family Office Practitioner – Managing Family Dynamics

Programme Overview

The Certificate for Family Office Practitioner – Managing Family Dynamics 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.

Modules

The Certificate for Family Office Practitioner – Managing Family Dynamics 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.

 

Through understanding the mindset of the family, participants are exposed to the common governance structures ​and learnt how to manage conflicts within the family.

 

Total: 8 CPD hours (1 day)

 

Learning Outcomes

  • Explain the different types of family offices and their composition​
  • Identify approaches including policies and procedures to operationalise governance across the family office set-up ​
  • Identify potential areas and trigger points of conflicts and what are the key issues in each conflict​
  • Define methods to address these issues while respecting and considering individual viewpoints ​

 

Topics Covered

Overview of family owners and distinctiveness of these types of owners vs all other types of owners (eg public, state, etc.) ​
Family owner’s (Principal) mindset ​ 
Owner identity and investor identity: differences, similarities and impact on strategy ​
Governance in complex families and family office set-up and establishing shared purpose in the family​ 

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

Certification

Participants who successfully complete the programme will be awarded: 

Note:

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.

Schedule

Certificate for Family Office Practitioner - Managing Family Dynamics (Intake 2) - 26 Mar 2024
Modules

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