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
This course operates under a new learning management system (LMS) that is designed to enhance your learning experience. After successfully enrol in the course, you will receive an activation e-mail from LMS within 24 hours, which includes your login ID and a one-time password. If you have already activated your LMS account, the course will become available for your viewing within 24 hours on LMS.
