Certified Family Office & Family Business Advisor
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1 Certified Family Office & Family Business Advisor Syllabus Level 1: Family Office Advisory 1. Introduction to the Family Office A Macro view of Global Wealth Purpose & Definition of Family Office Historical Background of the Family Office Key Roles of the Family Office Types of Family Office Services 2. Inception of the Family Office Inception of a Family Office Impact of the Family Business on the Family Office Separating the Family Office from the Family Business Sudden Wealth The Investment Office Family Offices through the Back Door Family Business Exit & the Liquidity Event 3. Family Wealth Needs Trends in the Family Office Landscape Family Office Archetypes Determining Family Wealth Management Needs Why the Single Family Office (SFO) Solution? Why the Multi Family Office (MFO) Solution? 4. Family Values, Mission, Vision & the Family Office Introduction to Values Value Statements Mission Statements The importance of Vision Building a Family Office Vision Aligning Vision with a Strategic Plan 5. Establishing & Structuring of Family Offices What Legal Form should the Family Office Take? Who should pay for Establishing & Operating a Family Office? Who Should Own the Family Office and How?
2 Who Should Manage the Family Office and How? Family Philanthropy, Legacy and Social Capital Tax Efficient Structures for Family Offices Can a Family Office be structured to Manage Risk? 6. Advising Families: Developing a Family Office Baseline Introduction to Creating a Family Office Baseline The Family Genogram The Family Background Trusted Advisors The Estate Plan Review Mapping & Summarizing Legal Entities Assessing & Preparing for major Life issues The Financial Review Capital Sufficiency Analysis The Insurance Review 7. Legal & Compliance Standard & Practices for Family Offices Introduction Components of Good Document Retention Policy The Compliance Function: In-House versus Outsourced Regulatory Requirements 8. Investment Management & the Family Office Family Office Investment Management Simplifying the Wealth Management Paradigm Scale: How Much is Enough? Time: A Family Office s Most Precious Advantage What Gets in the Way of Growing Wealth: Variance, Inflation, Taxes, Investment Costs & Spending Family Office Investing: A Different game A Goals-Based Approach to Asset Allocation The Investment Process in a Family Office Investment Review Investment Philosophy, Objective & Policy Strategic & Tactical Asset Allocation The Role of the Chief Investment Officer The Outsourced CIO Model 9. Operations & Information Technology in the Family Office Establishing Family Office Operations & Information Technology Practices Assessing Complexity 10. Talent Management in the Family Office Introduction Family Office Staffing Finding Family Office Talent People Business Background Checks
3 Compensation Managing Talent in a Family Office 11. Governance Issues for the Family Office Governance Issues for Families & Family Offices Benefits of a Good Board Accountability to the Family Addition of Independent Directors Pricing Alternatives Succession Planning for the Family Office & its Executives Next Generation Issues to Address Analysis of Existing Decision-Making Process How to Create the Family Governance Structure Family Councils Family Constitution 12. Preparing Gen Next: Family Education in the Family Office Developing the Next Generation Inspiring Entrepreneurship & the Next Generation Mentoring Building a Foundation for Financial Independence 13. Family Entrepreneurship & the Family Bank Key Entrepreneur Traits What is a Family Bank & its Overall Purpose? Conceiving a Family Bank Who Funds Family Bank? Key Principles for Family Banks Governance, Structure & Organization Evolution of Family Banks Family Bank Boards, Committees & Trustees The Role of the Family Office Tax & Legal Considerations of Family Banks 14. Legacy & Philanthropy in the Family Office Introduction to Legacy Defining Legacy- Financial, Social & Philanthropic Legacy & its Connection to Philosophy The Role of the Family Office Supporting a Family s Legacy & Philanthropy Mentoring the Next Generation 15. Globalization of Family Office: International Families & Family Offices Introduction to Global Family Offices 16. Indian Family Offices Introduction to Indian Family Offices Trends Challenges Road Ahead
4 Level 2: Family Business Advisory 1. Understanding Families in Business Nature of Family Enterprises Families of Wealth How Business Families are Different from other Clients Useful Concepts & Theoretical Frameworks Type of Professionals who work with Family Enterprise Myths, Realities and Trends in the Field of Family Enterprise The Glue that holds the World s Largest Family Businesses Together 2. Business Family Dynamics Who is the Client- Head of the Business? The Family? The Enterprise itself? Family Business Systems Genogram- How to Create one for a Client Family Spectrum of Styles & Approaches for Practitioners/ Advisors Disputes- When Planning does not go as planned 3. Family Enterprise Strategy How to create long-term Family Enterprising How to blend Family, Business & Ownership Sustaining Family Businesses: the Key Imperatives 4. Business Boards & Family Council Introduction Purpose of Family Councils Membership of Family Council Value of Family Business Boards Effective frameworks 5. Facilitation & Communication Skills How to handle complexities of business relationships Practical facilitation practices Ingredients for effective family communication 6. Continuity Planning Legal, Tax & Estate Planning issues Human Side of Succession Process 7. Family Governance in the Family Enterprise Nature of Family Enterprise Governance Mission, Vision & Values- Why they are Critical? Unique Challenges & Opportunities Practical Tools needed to Build Family Governance Skills Needed to Assist Families
5 8. Knowledge Integration & Application Concepts & Applications Case Studies 9. Multi-Disciplinary Advising There is no I in TEAM Understanding Limitations How to Deploy a Family Business Consulting Model Skills Needs for Working Effectively with Family Enterprises 10. The Professional s Toolbox Overview of Family Business Assessment Tools How to Choose Assessment Tools Methods for Identifying Risks & Benefits Family Enterprise Development Model 11. Philanthropy The Historical Evolution of Philanthropy Trends & Ways of Giving Social Impact Investing Challenges & Opportunities for Professionals 12. Next Gen Education Matters How the Next Generation is planning for change Gearing up for Growth Preparing to Succeed: Closing the Credibility Gap Balancing the Influence & Control
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