Welcome to my course on Family Office & Family Wealth!

I will be sharing lessons and experiences from my career as a family officer, CIO and O-CIO, focusing on the setup and operation of family offices as well as the role of the CIO. In this course, we will cover a vast array of topics related to the management of family wealth. The journey encompasses a wide range of insights and knowledge gained over the years, reflecting on the intricacies of managing family wealth and sustaining a family office. Through my lens, you can delve into the evolution and transformation within the realm of family wealth management, exploring the challenges and successes, which I encountered over the past 20 odd years.

This is the full course overview by section.

There are 6 sections to this course.

This course provides a comprehensive overview of family office and family wealth, organized into six key sections.

Section 1 – Introduction is the introductory section which sets the stage for understanding the core concepts and importance of family offices and wealth management.

We will then discuss fundamental beliefs and principles that the family needs to establish as groundworks before any other work is done on the F.O. and the portfolios (Section 2).

Moving on, the setup and operations segment (Section 3) delves into the essential procedures and structures needed for the successful functioning of a family office.

The asset management sections are divided into two parts. Section 4 focuses on portfolio management, and Section 5 highlights the management of non-financial assets.

Lastly, in Section 6, this course will explore the intricate process of structuring international wealth to ensure prosperity for future generations.

Each section plays a vital role in comprehensively addressing the complexities and strategies involved in managing U.H.N.W. family wealth effectively and sustainably.

Resources for this course include industry reports and academic research papers, which will be referenced as sources and most often provided as PDF files in the resource page for each section. I have also listed a few apps and podcasts in the following slides.

Who this course is for:

• Family Officers
• Bankers
• Wealth Managers
• Trustees
• Fund Managers
• Asset Managers
• Chief Investment Officers
• Private Bankers