FOM 101 -Introduction to Family Office Management

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This course provides a comprehensive overview of the Family Office model, its history, purpose, core functions, and its growing relevance to business-owning Christian families. Students explore the difference between Single-Family Offices, Multi-Family Offices, and Virtual Family Offices (VFOs), while learning the foundational principles of administration, coordination, and stewardship. The course establishes vocabulary, conceptual frameworks, and industry context essential for all PFU studies.

Course Information

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FOM 101 – One Payment

$795.00
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FOM 101 – Payments

$219.00
per month for 4 total payments
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Lessons

FOM 101 – Lesson 1 – The Purpose and Origins of Family Offices
Lesson 1 of 12 within section Lessons. You must enroll in this course to access course content.
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Has Quiz
FOM 101 Lesson 2 – Roles and Responsibilities
Lesson 2 of 12 within section Lessons. You must enroll in this course to access course content.
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FOM 101 – Lesson 3 – Governance and Decision-Making
Lesson 3 of 12 within section Lessons. You must enroll in this course to access course content.
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FOM 101 – Lesson 4 – Service Domains (Tax, Legal, Business, Wealth, Risk)
Lesson 4 of 12 within section Lessons. You must enroll in this course to access course content.
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Has Quiz
FOM 101 – Lesson 5 Advisor Integration & Multi-Disciplinary Teams
Lesson 5 of 12 within section Lessons. You must enroll in this course to access course content.
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FOM 101 – Lesson 6 – Risk Management & Undestanding Risk
Lesson 6 of 12 within section Lessons. You must enroll in this course to access course content.
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Has Assignment
FOM 101 – Lesson 7 – FO Communication Protocals
Lesson 7 of 12 within section Lessons. You must enroll in this course to access course content.
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FOM 101 – Lesson 8 – Succession Planning Foundations & Risks
Lesson 8 of 12 within section Lessons. You must enroll in this course to access course content.
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FOM 101 – Lesson 9 – Risk Awareness & Issue Identification
Lesson 9 of 12 within section Lessons. You must enroll in this course to access course content.
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FOM 101 – Lesson 10 – FO Ethics, Stewardship & Biblical Integration
Lesson 10 of 12 within section Lessons. You must enroll in this course to access course content.
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FOM 101 Lesson 11 – FO Case Study Practicum
Lesson 11 of 12 within section Lessons. You must enroll in this course to access course content.
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FOM 101  Lesson 12 – Capstone” Design a Family Office Structure
Lesson 12 of 12 within section Lessons. You must enroll in this course to access course content.
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