The Family Office

Course details

Building, maintaining and passing on family wealth from one generation to the next is not easy!  A Family Office is "all-in-one" solution that provides investment, charitable giving, budgeting, insurance, taxation, and multi-generational guidance to an ultra wealthy individual or family.  It is a very robust and comprehensive wealth management solution which looks at every financial aspect of an ultra-wealthy person's or family's life.

This course is intended for members of wealthy families, wealth advisors, tax professionals, lawyers, and other service providers to ultra high net worth persons.  It provides a basic introduction to family offices, why they are necessary, what they do, and what kinds of services they need.