Work with us to receive $20,000 worth of family office training for your team (live and self-directed) : If you need help hiring a CIO, CEO, portfolio manager, or analyst for your family office and you would like to work with us on a search mandate, we will provide $20,000 worth of training credits to either our live family office training workshops, or our self-directed Qualified Family Office Professional (QFOP) certificate program.
Live Training Workshops: We host live family office training workshops every quarter in cities such as New York, Miami, San Francisco, Singapore, and London. These workshops cover topics such as co-investments, alternative investments, risk management, creating a family office, and emulating best practices of the most well developed $1B+ single family offices and top 50 multi-family offices globally.
These events are intensive, 8 hour sessions with multiple single family office and multi-family office trainers, and include 50-100 professionals per event. We have held 23 workshops to date in 7 cities, and we have a full calendar of events scheduled for 2014 and 2015.
The Qualified Family Office Professional (QFOP) certificate is the most comprehensive self-paced training program covering family office fundamentals, terms, best practices, trends, and areas of investment critical to single and multi-family offices.
The QFOP program includes training in many diverse areas related to investing capital for the ultra-affluent, including financial modeling & analysis, hedge funds, private equity, and investment banking.
- • Syllabus: Download the QFOP Syllabus (PDF)
- • Study Guide: Download the QFOP Study Guide (PDF)
- • Length & Format: Self-Paced Course & Timed Online Examination (320 Multiple Choice Questions)
Learn Directly from Global Single & Multi-Family Office Executives Including:
- Interviews with over a dozen single family office executives, several of whom each directly manage over $1 billion in assets for exceptionally wealthy families.
- Recorded audio interviews with 20 global multi-family offices including top 30 family offices such as Threshold Group, Constellation Wealth Advisors, and Marcuard Family Office.
- Insights from top family office thought leaders, experts, and risk consultants who manage family office portfolios daily.
Learn more about our proprietary search process and family office talent database.