Family Office Operations
1. The real family office service: corporatizing the management of family wealth
2. How do family offices in the world operate? 4 Key factors to help you differentiate between a mature family office, as oppose to a facade for an investment office.
3. 18 principles for family wealth succession planning
4. The 7 elements for family governance
5. The 14 key articles of a Family Constitution
6. 7 Steps and 4 stages of Family Council Operations
7. 4 main types of family issues
8. 7 major minefields that lead to family infighting and how to deal with them
9. Strategies for intergenerational succession planning
10. Illustrating 15 customer pain points
11. Experience sharing of 18 stories of succession planning
12. Practical steps for starting the MFO line of business
Notice
This course operates under a new
Learning management system (LMS) that is designed to enhance your learning experience. To gain access to LMS, please register for an LMS account. Within a day, you will receive an e-mail from LMS containing your login ID and a one-time password for activation. If you have already registered an LMS account, you will be able to access the course within 24 hours.
The viewing period is 180 days.