This course develops advanced competency in identifying, evaluating, and mitigating risks faced by families and Family Offices. Students explore insurance structures, legal exposures, cybersecurity, identity theft prevention, fiduciary responsibilities, and compliance protocols. Emphasis is placed on coordinating with outside experts while maintaining an accountable internal process.
FOM 104 – Risk Management, Compliance & Fiduciary Oversight (payments)
$219.00
per month for 4 total payments
FOM 104 – Risk Management, Compliance & Fiduciary Oversight
$795.00
1 year of access
New Section
FOM 104 – Lesson 1 – Advisor Integration Matters
FOM 104 – Lesson 2 – Family Office as Integration Hub
FOM 104 – Lesson 3 – Structured Communication across Advisors
FOM 104 – Lesson 4 – Successful Advisor Meetings
FOM 104 – Lesson 5 – Defining Roles across Advisors
FOM 104 – Lesson 6 – Establishing Decision Frameworks
FOM 104 – Lesson 7 – Managing Risk through Advisor Integration
FOM 104 – Lesson 8 – Managing Information Flow
FOM 104 – Lesson 9 – Technology enables Family Office System
FOM 104 – Lesson 10 – Performance Measurment within the Family Office
FOM 104 – Lesson 11 – Governance & Oversight within the Family Office
FOM 104 – Lesson 12 – Integrating the Family Office into a Unified Model