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The Family Office Programme

At a glance

  • 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
Subject area(s)
Strategic Management
Attendance
Online
Short course
Fee
£2,250 + VAT (full programme) / £199 + VAT (individual modules). For non-UK prices and taxes payable, email lisa.so@ipi-edu.com
Course length
2-12 months. Runs continuously year-round, with no start dates and no mandatory scheduled online activity
Suitable for
Family office managers and their counterparties

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

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

Inflection Point Intelligence Limited

Meet the Programme Directors

Anna Stephenson is a seasoned financial services professional and the Co-Founder and Managing Director of Inflection Point Intelligence Limited. Her career experience has spanned the Lloyd’s of London insurance market, the equity derivatives business and the full suite of transaction banking products.

Lisa So is the Global Head of Operations and Administration for Inflection Point Intelligence Limited, based in Hong Kong. She has over 20 years’ experience in programme and event management, office administration and accounting.

Henley’s Executive Education programmes blend academic rigour with a strong practical focus and we are recognised for the strength of our networks. Comments below on the Henley Executive Hedge Fund Programme, also run in collaboration with IPI:

Academic rigour with a strong practical focus

"It was a steep learning curve covering all facets of the HF ecosystem with emphasis on risk, compliance, technology and operations."

"Information was provided by industry experts and easily transferable into any area of Finance. I would recommend this course to anyone looking to expand their knowledge in this area."

"The class gave me a practical overview on each function of the Hedge Fund business across strategies."

"The program is truly market-oriented and delivers practical knowledge. I have to say this is the strength of this unique program.”

"The program provided expert explanations in each key area by seasoned professionals with real life experiences - the people who live and breathe hedge funds daily."

Strong networks

"I benefited from excellent guest speakers and built wonderful long-term relationships."

"This course puts all the pieces of the hedge fund puzzle together in a clean and concise way, while giving students the opportunity to interact with professionals from around the industry."

And to sum it all up:

"A great programme which provided a thorough look into all elements of a hedge fund, with great real life examples provided by seasoned industry experts. Great for both the knowledge and network I gained from this course!"

For information please contact

Lisa So, Inflection Point Intelligence
lisa.so@ipi-edu.com

Contact us

The Family Office Programme

For any questions and to apply please contact Lisa So, Inflection Point Intelligence:

Email: lisa.so@ipi-edu.com
“I’ve not just gained a holistic, hands-on, real-practice understanding of hedge funds from setup to management, but also met amazing people in the industry.”
Michelle Liu AVP at State Street The Henley Executive Hedge Fund Programme
“The modules on every aspect of a Hedge Fund (including IT) were tremendous. You also have access to industry leaders not only in a teaching setting, but in social situations.”
Thomas Shay vCTO, Edge Technology Group The Henley Executive Hedge Fund Programme
“The insights from leading specialists and experts gathered by the program were very valuable, providing both theoretical but also real life experiences.”
Patrice Lo Director, SS&C GlobeOp The Henley Executive Hedge Fund Programme

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