Course

The Henley Family Office Program

Time limit: 365 days

$3,000 Enroll

Full course description

A unique Family Office Program delivered online by leading industry professionals

Who is this Program for?

This Certificate of Completion program is suitable for professionals who are keen to succeed in the world of family office management. Whether you are setting up your own family office, a practitioner wishing to take your career to the next level or looking for a role in the industry, this program will give you a comprehensive functional understanding and the boost you need.

It provides participants with a unique opportunity to combine a full-time career with a world-class course leading to the award of the Henley Certificate in Family Office Management - a professional award from Henley Business School Executive Education.

Our Global Experts

20+ senior lecturers and guest speakers from leading family offices, financial institutions and service providers. Learn from their valuable insights and access high-quality practical knowledge and experience of the family office world.
 

Key Facts

Format: Online, industry-led. Taught exclusively by global industry professionals

Duration: Self-paced, there's no mandatory scheduled online activity, so you can work at your own pace.

You have 12 months to finish the Program.

Network: Get exclusive access to a network of professionals and mentors from leading players such as Point 72, Hillhouse, Lone Star Funds, Goldman Sachs, Morgan Stanley, SS&C, and more

Fee: Individuals - US$ 3,000 (+VAT if applicable)

Corporate discount rates are available

Want to talk to us before you apply? Email info to info@ipi-edu.com
 

Henley Family Office Program Format

The Program runs continuously year-round, and you can start at any time! And there’s no mandatory scheduled online activity so you can work at your own pace. This is an online course, featuring

  • 12 core curriculum lectures by industry professionals which can be watched in the students' own time and at their own pace, for up to 12 months
  • online knowledge checks to test understanding
  • free membership of the IPI Professional Network for 1 year
  • regular elective webinar speaker sessions (recorded for later access if required)
  • networking events throughout the year in major cities.

The emphasis is on learning from experienced professionals and networking with members of the family office industry.

Who will benefit from taking the Henley Family Office Program?

  • Family Office professionals seeking to enhance their knowledge
  • Individuals looking to start a Family Office
  • Career movers including those interested in moving to Private Banking roles
  • Service providers e.g. Private Bankers, Accounting and IT professionals, Lawyers, Trust Administrators.

 

 

 

 

 

 

 

Professionals with many years of experience in the financial services industry teach the Program

Module Subject
Instructor
1 – Introduction to the Family Office
Lachlan Campbell - Mad Success Ltd / Walid Chiniara, Advisor to Business Families
2 – Succession & Estate Planning
Sophie Carr - Withers Worldwide / Carolyn Butler - International Fiduciaries
3 – Tax Considerations
Matthew Sung & Nigel Hobler - KPMG / Craig Kemsley - Calibrate Partners
4 – Structuring & Set-Up
Jeremy Arnold - Withers Worldwide
5 – Governance
Julian Lim - Alpha Calibration
6 – Portfolio Management
Tariq Dennison - GFM Asset Management / James Quinn - Q9 / Shinya Deguchi - Star Magnolia
7 – Operations, Technology & Administration
Vanessa Gibson - Illio / Lucia Perchard - IQ-EQ
8 – The Private Bank Relationship
Kenneth Ho - Carret Private Capital Ltd
9 – Non-Financial Services
IQ-EQ Team / Tiffany Liu - Star Magnolia
10 – HR Management
Paul Westall & Tayyab Mohamed - Agreus Group
11 – Philanthropy, Foundations & Impact Investing
Jennifer Emms - Maurice Turnor Gardner LLP
12 – Risk Planning & Crisis Management
Arabella Murphy - Propitious / Ann Cooley - Pacific Hawk

 

Free Exclusive Webinars

Program participants enjoy free IPI Professional Network membership, granting access to the Speaker Series, and biweekly online sessions featuring industry experts. Each 60-minute webinar includes a specialist presentation and live Q&A, hosted on Zoom and accessible via the Canvas Learning Management System. Sessions are scheduled for evenings in Asia, lunchtimes in Europe and the US, and are recorded for later viewing.

 

The Speaker Series explores topics beyond the core curriculum, such as Family Office functions, regional insights, and trends like AI and Portfolio Management. It also includes panels and interviews with Family Office professionals and COOs, offering real-world insights.

 

 

 

Networking is included!

The Program excels in networking, and connecting participants with alumni, faculty, and industry professionals worldwide.

 

Regular Networking Cocktails bring the Family Office community together to build connections, rekindle relationships, and explore business opportunities. Held in global financial hubs, these events welcome all participants and travelling alumni.

 

Participants also gain access to events hosted by other institutions, often with free or discounted admission—offering further insights into the Family Office industry and expanding their networks.