The Family Office Programme
The Family Office Programme helps build the expertise required of the next generation of family office managers and their counterparties.
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)
- Management
- Attendance
- Online
Short course
- Fee
- £2,400 + 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
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
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 |
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!"
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“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.”
“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.”
“The insights from leading specialists and experts gathered by the program were very valuable, providing both theoretical but also real life experiences.”