Family Office Management

According to the latest report on Family Offices run by JP Morgan, managing the family's financial assets is the primary focus of most Family Offices. However, Family Offices also recognize the importance of addressing other qualitative needs such as family governance, succession planning, and risk management. Recognizing that Family Offices may require assistance in addressing these needs, this class aims to provide students who have a Family Office or are in the process of setting one up with a comprehensive understanding of Family Offices as instrumental organizations for creating, maintaining, and managing wealth across generations.  Building upon other classes focusing on asset allocation and family enterprise decision-making, this course is devoted to identifying the key strategic decisions families must make when choosing or establishing an organization that supports a family's different capitals beyond financial assets.