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
- Family members: people wishing to improve their skills and create or perfect a family office, while benefiting from the expertise of experts to acquire a global vision of the sector.
- Family Officer: Professionals working in family offices who want to deepen their understanding of industry standards and network with leading experts.
- Bankers and external asset managers: Professionals with UHNWI clients who wish to broaden their expertise beyond investments to cover the full range of services offered by Family Offices.
- Recent graduates: people at the start of their careers who want to deepen their knowledge of family offices and understand how they apply to real-life situations.
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
- 8 non-consecutive days
- In person at the ISFB premises
- Weekdays, 8:30 a.m. to 5:30 p.m.
- Language: French & English
The certificate consists of 15 half-day modules:
- Module 1: Family DNA
- Module 2: 🆕 NextGen
- Module 3: Family Governance
- Module 4: Wealth Planning
- Module 5: Wealth Management - CWMA-ISFB-18-1022
- Module 6: Private Markets - CWMA-ISFB-23-1148
- Module 7: Hedge Funds
- Module 8: Real estate
- Module 9: Credit solutions - CWMA-ISFB-18-1037
- Module 10: Philanthropy
- Module 11: Risk and legal
- Module 12: Global Reporting & 🆕 Cybersecurity
- Module 13: 🆕 Supervision & Monitoring
- Module 14: Private Office
- Module 15: 🆕 Conflict Resolution
- Oral exam: Case study
Certain modules of this certificate provide codes for SAQ CWMA certification, as well as for Affluent, CI, CP and CcoB certification profiles.
Admission by application
Please send your CV to joseph.baud-grasset@isfb.ch
Price
CHF 5'250.00 (member price)
CHF 7,000.00 (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
The next session starts at 08:30 on October 31, 2025.
The full training schedule will be available here.
Examination information
Group work to be presented to a jury
