Ensure Smooth Intergenerational Transfer of Wealth and Reduce Intra-Family Disputes
The New York Institute of Finance Family Office Training Program
The NYIF Global Family Office Professional Certificate is designed for family office founders, staff members, and wealth management professionals who want to gain a better understanding of this dynamic yet frequently opaque segment of the global financial community. The Program focuses on core family office competencies including portfolio management, family governance and operations. It also gives founders a better sense of how to set up a family office, and how to best manage it for the long term.
Our one-week intensive program provides practical, immersive learning on global perspectives, and at the same time does not pull family members and professionals away from their daily responsibilities for an extended period. The Program focus on all-round abilities in family business including key knowledge and skill sets needed to run a family office. For founders and those looking at upcoming liquidity event, our program de-mystifies what it means to set up a family office, making the process of creating one that much more efficient. We use lectures, online sessions, case studies, interactions with leaders-guest speakers and peer discussions to give program participants an in-depth and holistic mastery of the core curriculum.
Connect with NYIF’s Executive Director for Further Information
Curriculum Modules
Global Capital Markets
- Global Equity Markets
- Global Fixed Income
- Commodity Markets
- Forex Markets
- Risk Management: Understanding Derivatives
Real Estate Investments
- Global Real Estate Market Overview
- Real Estate Project Finance
- Real Estate Asset Classes
- Real Estate Investment Trusts (REITs)
- Real Estate: Fund or Direct Investment?
- Tax Considerations
Digital Assets and Cryptocurrency
- Fundamentals and History of Cryptocurrency
- Understanding Crypto Volatility
- Understanding Blockchain
- Decentralized Finance
- Direct or Fund Investing?
Venture Capital and Direct Investment
- VC/PE Trends
- Screening and Valuing Candidates
- Fund vs Direct Investing
- Financing the Investments
Portfolio Management
- Fixed Income and Money Markets
- Equity Risks and Return
- Private Equity and Venture Capital
- Hedge Funds
- Indexing vs. Active Management
Art Investment
- Overview of Global Art Market
- Investing Risks: Forgery and Stolen Art
- Borrowing Against Art
- Risk Mitigation and Recovery Strategies
Specialized Borrowing and Lending
- Jet and Yacht Financing
- Leveraging Illiquid Assets
- Creating Debt Management Policies
- Does the Family Wish to lend against assets?
Family Governance
- Creating a Decision Making Process
- Inter and Intra Generational Communication
- Reviewing the Family Offices’ Performance
- Creating a Mission Statement and Investment Policy Statement for the Family Office
Family Office Operations
- Reporting and record keeping
- Risk management and insurance
- Screening Financial Requests from the Family’s Network
- Managing Reputational Risk
- Inheritance and Estate Planning
Corporate Strategy and M&A
- Corporate Strategy
- Business Valuation
- M&A Concepts and Theories
- M&A: Structuring a Deal
- M&A Process and Steps
- Key documents in M&A transaction
- Global M&A case study
- Group projects and case studies
Family Philanthropic Management
- Philanthropic Planning and Strategy
- Establishment and Administration of Charitable Institutions
- Planning a Donation Strategy
- Formation of Grant-making Foundations and Trusts
- Organizing Charitable Activities
- Sustainable Finance and Impact Investments
Bespoke Training Programs
NYIF’s Global Family Office Certification Program will offer the family office community customized versions of our standard class offerings. We realize that the needs of families vary and that one size does not necessarily fit all. In addition, as a global program, we understand that not all regions are identical. We are happy to discuss bespoke training that can either incorporate existing modules or the creation of customized programs. Specialized programs may be especially useful for families looking for bespoke next generation training.
About NYIF
With a history dating back more than 100 years, the New York Institute of Finance (NYIF) is a global leader in training for financial services and related industries. NYIF courses cover everything from investment banking, asset pricing, insurance, and market structure to financial modeling, treasury operations, and accounting. The New York Institute of Finance has a faculty of industry leaders and offers a range of program delivery options, including self-study, online courses, and in-person classes. Started by the New York Stock Exchange in 1922, NYIF trains 50,000 professionals online and in class, in over 125 countries each year, whose alumni network includes the legendary investor, Warren Buffett. NYIF US customers include the SEC, the Treasury, Morgan Stanley, Bank of America, and most leading worldwide banks.
