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.

Family Office Training WorkshopLive 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.

Learn Directly from Global Single & Multi-Family Office Executives Including:

  1. Interviews with over a dozen single family office executives, several of whom each directly manage over $1 billion in assets for exceptionally wealthy families.
  2. 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.
  3. 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.