Certified Family Office Practitioner

Certificate in Managing Family Dynamics​ 

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Programme Overview

The Certificate in Managing Family Dynamics is the 1st of the five distinct 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 is structured as five distinct modules, each ranging between one to one-and-a-half days, covering a range of essential topics that form the core of a successful Family Office practitioner’s skill set. Upon the completion of all five modules, participants will be awarded the full certificate from IBF. 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.

Upcoming Dates


The Certificate in 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 operationalize 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​ 

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