The Henley Family Office Program

People at a table

 

A unique Family Office Program delivered by leading industry professionals.

The Program helps build the expertise of the next generation of Family Office executives and their industry counterparties.  It provides participants a unique opportunity to combine a full-time career with a world-class course leading to the award of the IPI Certificate in Family Office Management.

  • Invaluable insights into the Family Office industry taught by leading industry practitioners
  • A holistic, real-practice understanding of Family Offices from set up to management
  • Unprecedented networking opportunities with mentors and other leading professionals in the industry

With industry professionals from around the world involved in teaching and mentoring the classes, the Family Office Program offers unique networking opportunities and industry insights for participants. 

 

 

Start Date: Coming up in Q2 2021

 

Format: Online

 

Duration: Self-paced, there's no mandatory scheduled online activity, so you can work at your own pace

 

Fee: US$ 3,000

(+ sales tax where applicable)

 

Register your interest by emailing lisa.so@ipi-edu.com


 

Format of the Program

The Program runs continuously year-round – you can start any time!

And there’s no mandatory scheduled online activity, so you can work at your own pace.

This is an online course, featuring

  • 12 core curriculum lectures by industry professionals which can be watched in the students’ own time and at their own pace
  • online knowledge checks to test understanding
  • free membership of the IPI Career Network for 1 year
  • regular elective webinar speaker sessions (recorded for later access if required)
  • networking events throughout the year in major cities.

The emphasis is on learning from experienced professionals and networking with members of the family office industry.


Who will benefit from taking the program?

  • Family office professionals seeking to enhance their knowledge
  • Individuals looking to start a Family Office
  • Career movers including those interested in moving to Private Banking roles
  • Service providers e.g. Private Bankers, Accounting and IT professionals, Lawyers, Trust Administrators

 

The Program is taught by professionals with many years of experience in the financial services industry


Module Subject
Instructor
1 – Overview of the Family Office
Lachlan Campbell Be Announced
2 – Managing Family Wealth
Walid Chiniara
3 – Succession/Transition Planning
Sophie Carr/Carolyn Butler
4 – Tax Considerations
KPMG
5 – Structuring & Set-Up
To Be Announced
6 – Governance
Julian Lim
7 – Portfolio Management
Tariq Dennison/James Quinn/Shinya Deguchi
8 – Operations, Technology & Administration
Vanessa Gibson
9 – The Private Bank Relationship
Kenneth Ho
10 – Non-Financial Services
To Be Announced
11 – HR Management
Agreus Group
12 – Philanthropy, Foundations & Impact Investing
To Be Announced
Bonus Module 13 - When Disaster Strikes
Arabella Murphy/Ann Cooley
  
  
 

 

 

 

 

 

Participants in the Family Office Program receive free membership of the IPI Career Network. This global network provides a number of benefits including our Speaker Series sessions held online.

We invite industry professionals to talk for 60 minutes or so about their specialist subject, including a Q&A where the audience can directly ask any questions of the speakers. The sessions are hosted on Zoom and accessed via the Learning Management System, Canvas. IPI Career Network members are invited to all the sessions, which generally take place every two weeks, and participants have the opportunity to interact with the program founders, speakers and audience.

The webinars take place in the evening in Asia, lunchtime in Europe and breakfast time in the US. All sessions are also recorded, for members who can’t log in during the live session.

The Speaker Series is intended to address subjects that can’t be covered in the core curriculum, including topical items and panels, further family office functions, and regionally specific drill-downs. We regularly feature family office executives to learn from their real life stories, and we cover a wide variety of topical subjects.

 

IPI is renowned for its networking, bringing course participants together with alumni, teachers and industry professionals around the world.

Our networking events usually take the form of Networking Cocktails, where our community gathers to meet new people, reconnect with old friends and, frequently, to do business… Many valuable relationships have been forged at these events, and we encourage everyone to bring business cards!

The networking events are held regularly in global financial services centres, with participants being invited to all events regardless of their home location, and we often welcome traveling alumni in the cities they are visiting.

We are also often able to get our students invitations to other institutions’ events in many cities, with program participants receiving free or reduced rate admission. This is a great opportunity to learn more about your industry and to extend your network beyond the course itself.

As our community grows beyond the major financial centres, we hope to extend the networking events to new places.

COVID-19 UPDATE: since most major cities have banned large gatherings, for the moment there are no events scheduled. However, participants can meet virtually in the regular Speaker Series events.

 

We offer two payment options:

Option 1 – Single payment for the full program – US$ 3,000

Option 2 – We offer a 3-payment option of 3 x US$ 1,100

*  Please note that the above fees are exclusive of sales taxes (eg VAT) which may be due in your location. Sales taxes will be added to your invoice as appropriate.

 

How long do I have to finish the Family Office Program?  

Once you enrol, you are free to work at your own pace. You have 12 months to finish the program.

Are there exams?  

The core modules have short multiple choice questions to help test your knowledge.

Who are the Instructors?

The instructors and guest speakers are all industry professionals.  We select them based on their knowledge and expertise.

When I finish the course, will I receive a certificate?

Yes, after finishing the program you will receive a Certificate of Completion from IPI.

Are there any Alumni groups I can join?

Yes, we really encourage networking in person and online and recommend all our successful students join the IPI Career Network.

Can I list this course on my Linkedin Page?

Yes definitely. You can also find many of our alumni this way.

How long does each module take to complete? 

We have found that it takes on average between 4 and 6 hours to complete each module. Some modules are longer and some shorter, and the time needed also depends on your experience in the relevant function and how much you wish to drill down into the subject.

How do I access the curriculum?

We use a learning platform called Canvas, provided by Instructure. You will be able to access all the material as well as communicate with other students and instructors.   https://www.instructure.com/canvas/

Are there networking opportunities (offline and online)? 

Yes. Networking with peers and industry experts is a core part of our program. In cases where this can be done in person we invite students to industry networking events and even hold our own cocktails in many cities.  Online, you will receive free membership for one year of the IPI Career Network.

If I have questions during the course, who can I contact? 

Lisa So is our global head of Operations and Administration. She is always ready to help, and you can reach her at lisa.so@ipi-edu.com.