ISFB Certificate
Family Officer
Catalog | Wealth Management
Context
The Family Office protects the interests and ensures the continuity of the family estate. Its role is crucial for all family members, and covers multiple aspects such as governance, investment strategy, relations with banking partners, private office, real estate management, charitable activities and so on. This training course will provide participants with a global view of the challenges facing a family office, and help them better grasp the challenges ahead.
Key objectives
- A global view of family office issues
- Mastering supplier relations and their specific features
- Improve your knowledge of finance and related services
Target audience
- Professionals working in a Single or Multi Family Office
- Service providers such as bankers, lawyers, asset managers, real estate brokers
- Family members with a family office or about to set up a dedicated structure
- Academics wishing to enter the family office profession
Stakeholders
ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.
Certifications
- Recognised by the financial centre(Geneva Financial Centre)
Organization
Program director: Pierre Ricq
Product Manager: Joseph Baud-Grasset
- 6.5 non-consecutive days
- In person at the ISFB premises
- Weekdays, 8:30 a.m. to 5:30 p.m.
- Language : French
The certificate is made up of 13 half-day modules:
- Module 1: Introduction (Pierre Ricq & Monica Espinosa)
- Module 2: Governance (Honora Ducatillon)
- Module 3: Real estate (Yves Cachemaille & Vincent Leroux)
- Module 4: Wealth Management (Charles-Henri Monchau)
- Module 5: Private Markets (Aurélie Maillard)
- Module 6: Hedge Funds (Sherban Tautu)
- Module 7: Credit solutions (Yannis Eggert)
- Module 8: Risk and legal management (Aline Fournier)
- Module 9: Wealth Planning (Alexandre Bardot)
- Module 10: Philanthropy (Etienne Eichenberger)
- Module 11: Digital tools (Ludovic Regard)
- Module 12: Private Office (Nicole Curti)
- Module 13: Case studies (Pierre Ricq)
Price
CHF 3'950.00 (member price)
CHF 5'270.00 (non-member price)
The member prices apply to all ISFB member institutes and their employees.
Registrations
Please complete the online application form.
Your registration will then be considered as firm and definitive. 3 weeks before the beginning of the training, you will have access to our ISFB collaborative space, then a few days before the beginning of the training to the specific space reserved for the participants of this training.
The general conditions of the ISFB apply as soon as you validate our offer.
Opening of the next session
Kick-off session coming soon
The next session begins in autumn 2025
The complete training schedule will be available here.
Examination information
Group work to be presented to a jury