Family Office Advisor
- Family Office
- Finance & Investment
- Leadership & Management
Please refer to the respective programmes.
Overview
Family offices are private firms that serve ultra-high-net-worth individuals (HNWI). The family office can be a single family office set up by a single ultra-rich family to provide dedicated wealth management services to themselves, or a multi-family office that provides wealth management services to more than one family.
The Family Office Management Advisor is responsible for coordinating in a holistic and professional manner a family’s varying and multi-faceted needs for the purpose of effectively managing and ensuring the longevity of the family’s wealth. These wide-ranging needs may include responsibilities in managing asset ownership, overseeing family governance and succession planning, asset management across a wide range of asset classes, tax planning, trust and corporate services, operational risk management such as cybersecurity, compliance and insurance, as well as concierge services, and philanthropy.
Develop the knowledge and skillsets to lead investment decisions for Family Office with a series of Family Office Advisor courses at SMU Academy. Explore the courses below.
Learning Objectives
- Develop a good understanding of the needs of high-net-worth individuals
- Build competency in being able to advise family principals/ directors holistically in wealth solutions
- Learn to be responsible for engaging other specialists and external providers to fulfil the family office’s requirements
- Learn how to set key performance indicators for the family office, in line with the family’s needs and goals
Fee Table
Please refer to the respective programmes for the course fee.
Intake Information
Please refer to respective programmes.
