ISFB Certificate
Family Officer - in-house
Catalog | Wealth Management
Context
Family offices, which manage the wealthy interests of very wealthy families, are experiencing robust growth and are a key target market for many banks. At the crossroads of institutional and private clients, family offices are distinguished by their multifunctional aspects (investment, legislation, assets, real estate, philanthropy, succession) as well as by their investment strategy, which is essentially focused on alternative and private markets. This training course, given by specialists in the field, addresses the range of issues that a family office and the bank that supports it must be able to manage today.
Key objectives
- Supporting a family office in its key functions
- Select, manage and monitor external service providers
- Provide strategic advice and information to family offices and their beneficiaries
Target audience
- Professionals working in a family office and seeking to broaden their skills and understanding of a modern family office
- Banking and finance professionals who serve family offices or seek to expand their service to the family office segment
- Training given entirely in English. C1 level recommended.
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)
- 12 non-consecutive days
- In person at the ISFB premises
- On weekdays, from 6:00 pm to 9:00 pm
- Language : English (C1)
The certificate is composed of 12 one-day modules:
- Module 1: Introduction & Structuring
- Module 2: Governance of family offices
- Module 3: Wealth planning
- Module 4: Next gen & philanthropy
- Module 5: Structured credits
- Module 6: Business succession
- Module 7: Manager selection and supervision
- Module 8: Investment strategy for institutions
- Module 9: International real estate
- Module 10: Private assets
- Module 11: Lifestyle and passion investments
- Module 12: The Family office of the future
Price
CHF 4'950.00 (member price)
CHF 6'190.00 (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
Training available on request for in-house use only.
Date to be defined on request.
Examination information
Review - open-book