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Foundations of a Family Office

5

• Definition of a Family Office
• History of Family Offices
• Single Family Office vs Multi-Family Office
• Reasons for Establishing a Family Office
• Legal Structures and Jurisdictions for Family Offices

Governance & Strategy

10

• Family Constitution / Charter
• Family Governance in Family Offices
• Roles & Responsibilities in the Family Office
• Roles of Family Members vs Professionals in Family Offices
• Family Council & Family Assembly Structure
• Succession Planning in Family Offices

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Investment Management

9

• Risk Management & Reporting
• Investment Oversight & Manager Selection
• Investment Policy Statement (IPS) in Family Offices
• Strategic Asset Allocation in Family Offices
• ESG and Impact Investing in Family Offices
• Impact & ESG Frameworks

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Next Generation & Values

2

• Financial Education for Family Members in Family Offices
• Next-Gen Education & Leadership Programs

Operations & Infrastructure

16

• Family Office Operations
• Cash, Liquidity & Treasury Management
• Consolidated Reporting & Performance Dashboards
• Succession Planning in Family Offices
• Technology Infrastructure for Family Offices
• Cybersecurity and Data Privacy in Family Offices

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Trends & Innovation

2

• AI and Data Analytics for Wealth Management in Family Offices
• Digital Transformation in Family Offices

Wealth Planning & Legal

7

• Estate, Trusts & Holding Companies Coordination
• Philanthropy and Foundations in Family Offices
• Philanthropy Services & Foundation Governance
• Tax Planning and Compliance in Family Offices
• Estate Planning in Family Offices
• Estate Planning

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