Course summary

This course provides a comprehensive analysis of the modern Family Office. Students will learn to set-up, manage, and critically evaluate Family Offices, moving from foundational legal structures and operational models to advanced risk management.

The curriculum places a strong emphasis on identifying conflicts of interest, operational pitfalls, and structural red flags.


What you will learn

  • Analyze the foundational legal structures, core management models, and operational frameworks of the modern Family Office.


  • Develop a critical framework to identify and assess conflicts of interest, operational pitfalls, and key risk factors within the FO ecosystem.


  • Apply diagnostic skills to formulate strategic solutions for FO challenges, including the implementation of effective next-generation stewardship and governance.