1301Course · Professional

Family Office Structure

The private institution.

The Course

The family office is the private wealth institution. This course teaches the single vs. multi-family form, the honest threshold at which it pays for itself, and the classical department structure.

Outcomes
  • 01

    Distinguish single from multi-family offices.

  • 02

    State when a family office makes sense.

  • 03

    Design the classical structure.

Pacing

1 week · ~3 hours.