Blaise Gillioz, why do you think it's essential to train in the field of family offices?

In recent years, UHNWI private customers have seen the strongest growth of all wealth management customer segments, a trend that is set to continue over the next decade and beyond.

Family offices, the structures that manage the assets of the wealthiest clients in the broadest sense of the term, are interesting for banks in more ways than one: they are sources of income and significant new assets, but they are also showcases for the bank's know-how in terms of differentiation and personalization. They also represent a unique opportunity to come face to face with the most discerning and demanding customers, and in so doing, to enhance one's skills base.

How do you assess the needs of family offices?

Firstly, family offices are adopting an increasingly international outlook, reflecting our culturally mixed world: family members have multiple residences, multiple nationalities and hold assets - real estate, businesses, bank balances - in different jurisdictions. This means developing an in-depth understanding of the international environment, from a tax, legal and regulatory standpoint.

In terms of investment, there is a growing allocation to alternative assets, and more specifically to private assets such as venture, buyout and debt, but also to infrastructure and natural resources.

Last but not least, asset owners are becoming younger and younger, which is reflected in a different relationship to investment and money in general, leading to greater interest in certain themes such as philanthropy, passion investment and sustainable investment.

How can the new ISFB Family Officer Certificate course prepare professionals for these changes?

This course offers a complete immersion in all the key and distinctive aspects of the family office world. This enables participants to understand and appropriate the entire value chain, whether in terms of investments or other wealth-related themes in its holistic and international dimension, so as to be able to identify needs and provide concrete solutions to the clients and prospects concerned.

Who should enroll in this family officer training course?

Anyone whose customers, prospects or employers are or will be family offices: bank employees, of course, but also family office employees or external service providers such as fiduciaries or trustees.

Blaise Gillioz

Partner at Cité Gestion