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Certificate in Family Office Foundations (AEX)

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Why family office management matters
P U R P O S E | S T R U C T U R E | G O V E R N A N C E

There is knowing and there is doing. AEX is about Implementation and Governance.


A family may receive tax advice, investment advice, insurance guidance, legal planning, business consulting, succession support, and philanthropic counsel from different professionals. Yet without an organized structure, the family may still lack coordinated decision-making, communication, implementation, accountability, and continuity.

For Christian families, this is not only a planning issue. It is also a stewardship issue.

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What the School Helps Explain


The curriculum introduces the key questions families and advisors should address when considering or operating a family office or virtual family office

Purpose

Why should a family consider a family office or virtual family office?

Structure

What model fits the family’s size, complexity, values, and goals?

Governance

How should decisions be made, documented, communicated, and reviewed?

Advisor Coordination

How can legal, tax, insurance, investment, business, and family advisors work together more effectively?

Risk Management

What risks should be identified, reduced, transferred, monitored, or insured?

Buisness Continuity

How can the family prepare the business, ownership structure, and leadership for future transition?

Stewardship and Legacy

How can influence, ownership, and resources be managed in a way that honors biblical responsibility?

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