The Henley Family Office Program

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.

This Program runs continuously year-round - you can start any time 

The Program is 100% online, and features:

• 12 core curriculum lectures by industry professionals which can be watched in the students’ own time and at their own pace

1. Overview of the Family Offices & Foundations of a Successful Family Office
2.   Succession & Estate Planning
3.   Tax Considerations 
4.   Structuring & Set-up
5.   Governance 
6.   Portfolio Management
7.   Operations, Technology & Administration 
8.   The Private Bank Relationship
9.   Non-Financial Services
10.   Human Resources Management 
11.   Philanthropy, Foundations & Impact Investing
12.   Risk Planning & Crisis Management

• online knowledge checks to test understanding
• regular elective webinar speaker sessions (recorded for later access if required)
• networking events throughout the year in major cities, when possible.

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

For more details, go to https://www.ipi-edu.com/program/henley-family-office-program