Full course description
The Henley Family Office Program is a unique online program geared toward professionals in the Family Office, Private Banking & Wealth Management space. The focus is on gaining practical knowledge about Family Offices from set-up to management.
The Henley Family Office Program comprises 12 Online Modules:
- Overview of the Family Offices & Foundations of a Successful Family Office
- Succession & Estate Planning
- Tax Considerations
- Structuring & Set-up
- Governance
- Portfolio Management
- Operations, Technology & Administration
- The Private Bank Relationship
- Non-Financial Services
- Human Resources Management
- Philanthropy, Foundations & Impact Investing
- Risk Planning & Crisis Management