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Certificate in Family Office Foundations (FEL)

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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

Families experience trust, unity, and also family conflict.


A family requires emotional intelligence to navigate the occasional inner challenge. Having a tool chest of communication skills in the bank helps overcome these obstacles quickly.

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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