The Family Office Programme

Run by Inflection Point Intelligence Limited in collaboration with Henley Business School
Start any time: combine a full-time career with a world-class course
Delivered by industry professionals
Award of a Henley Certificate of Completion
Networking events throughout the year in major cities

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What you need to know

Subject area(s): Management, Business Finance

Duration: 2-12 months. Runs continuously year-round, with no start dates and no mandatory scheduled online activity

Attendance: Online , Short course

Fees: £2,400 + VAT (full programme) / £199 + VAT (individual modules). For non-UK prices and taxes payable, email lisa.so@ipi-edu.com

Suitable for: Family office managers and their counterparties

Delivery: Online

Overview

Family offices are organisations that look after the financial and administrative affairs of ultra-high net worth investors, including wealth management, philanthropy, trusts and inheritance matters, and luxury lifestyle services.

This programme is designed to develop the particular capabilities of those planning to manage a family office or provide services to a family office. The emphasis is on learning from experienced professionals and networking with members of the family office industry

Twelve core curriculum lectures by industry professionals which can be watched in your own time
Online knowledge checks to test understanding
Regular elective webinar speaker sessions (recorded for later access)

Key benefits

Understand the functions required to run a successful family office

Gain invaluable insights into the family office industry from leading practitioners

Study at your own pace while working full time

With more than 300 global alumni and over 100 industry professionals involved in teaching mentoring, IPI programmes offer invaluable networking opportunities

On completion you can join the Henley Global Alumni community

Course structure

The programme is 100% online - it runs continuously year-round, with no start dates and no mandatory scheduled online activity. You will learn through on-demand lectures and webinars from industry experts.

Online work is supplemented with networking events throughout the year in major world cities.

Module subject	Instructor
1. Introduction to the Family Office	Lachlan Campbell – Mad success ltd/Walid Chiniara, Advisor to Business Families
2. Succession/Transition Planning	Sophie Carr – Withers/Carolyn Butler – International Fiduciaries
3. Tax Considerations	Matthew Sung & Darren Bowdern - KPMG
4. Structuring & Set-Up	Jeremy Arnold – Withers Worldwide
5. Governance	Julian Lim – Apha Calibration
6. Portfolio Management	Tariq Dennison/James Quinn/Shinya Deguchi
7. Operations, Technology & Administration	Vanessa Gibson – Illio/Lucia Perchard – IQ-EQ
8. The Private Bank Relationship	Kenneth Ho – Carret Private Capital Ltd
9. Non-Financial Services	IQ-EQ Team
10. HR Management	Agreus Group
11. Philanthropy, Foundations & Impact Investing	Jennifer Emms – Maurice Turnor Gardner LLP
12. Risk Planning & Crisis Management	Arabella Murphy – Propitious/Ann Cooley – Pacific Hawk

Inflection Point Intelligence Limited

https://www.ipi-edu.com/

Teaching staff

Anna Stephenson

Programme Director - Global, The Henley Executive Hedge Fund Programme

Anna is the Co-Founder and Managing Director of Inflection Point Intelligence Limited.

Lisa So

Programme Administrator - Global, The Henley Executive Hedge Fund Programme

Lisa is the Global Head of Operations and Administration for Inflection Point Intelligence, based in Hong Kong. In previous roles she has worked for Henley Business School, Richard Ivey School of Business, Gerber Childrenswear Inc and EMI Music Asia. She has over 20 years' experience in fields of programme & event management, office administration and accounting.