Purpose of Programme |
WMI’s Family Office for Professionals is a bespoke certification programme offered at two levels – Foundation and Advanced. The programme is tailored to industry practitioners who wish to have a practical and in-depth understanding of family offices, globally and in the context of the Asian family landscape. Participants will emerge with core knowledge, capabilities, tools and insights to support their clients in managing and elevating multi or single-family offices operations. Drawing on real-world case studies, the foundation level facilitates the overall understanding of the types of family offices, their different functions, the legal and fiscal context in which they operate, as well as means and tools that can help protect wealth for the long term. A significant part of the learning will seek to understand the human context of wealth owners: individuals, entrepreneurs and families.
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