Course

Family Office Governance - Module 5

Time limit: 90 days

$266 Enroll

Full course description

Master Family Office Governance 

 

Governance is the backbone of any successful family office. In this module, led by expert Julian Lim, you’ll delve into the principles and practices that define robust governance systems. Whether you’re managing wealth for future generations or handling family dynamics, this module provides the tools to navigate governance complexities effectively. 

 

What You’ll Learn: 

  • Building Effective Governance Structures: Learn how to create a governance framework tailored to a family office’s unique needs. 
  • Best Practices in Oversight & Decision-Making: Gain insights into decision-making processes that ensure fairness and accountability. 
  • Managing Family Dynamics & Succession Planning: Discover strategies for handling delicate family relationships, planning for leadership transitions, and ensuring continuity across generations. 
  • Ensuring Transparency and Accountability: Understand how to establish clear roles and responsibilities, leading to better communication and trust among family members and family office professionals. 
  • Legal and Ethical Considerations: Explore key governance-related legal principles and the ethical standards necessary for long-term sustainability. 

 

Who Is This Course For? 

Service Providers - Service Providers looking to improve their team’s knowledge of their clients 

Professionals – Professionals who are new to the industry 

Jobseekers - Jobseekers looking to ace their interviews 

 

Certification 

Upon completing the course, you will receive a Certificate of Completion from Inflection Point Intelligence. 

   

CPD Hours 

This module contributes 2.0 CPD hours. 

 

Enroll Now

Ready to strengthen your governance skills and lead your family office into the future?