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HFOP Module 7 - Operations, Technology & Administration

Time limit: 90 days

$266 Enroll

Full course description

In this module, we feature three lecturers:

  1. Vanessa Gibson from illio discusses the roles and technology requirements of investment, middle-office and back-office teams, and the reporting needs of the family members.
  2. Matt Sung from KPMG discusses some key concepts in internal controls.
  3. Lucia Perchard from IQ-EQ analyses what it takes to make the Family Office run on a daily basis.