A practical, hands-on course in Family Office workflow, delegation models, reporting structures, advisor integration, and multi-project oversight. Students build implementation plans, reporting templates, and communication frameworks used to manage the Family Office’s daily operations.
FOM 105 – Family Office Operations(payments)
$219.00
per month for 4 total payments
FOM 105 – Family Office Operations Lifetime (one time purchase)
$795.00
FOM 105: Introduction
FOM 105 – Lesson 1 – From Structure to System Thinking
FOM 105 – Lesson 2 – Governance in Action
FOM 105 – Lesson 3 – Decision Flow & Accountability
FOM 105 – Lesson 4 – Integrator Role
FOM 105 – LESSON 5 – Risk Management & Decision Resilience
FOM 105 – Lesson 6 – Operating Rhythm & System Cadence
FOM 105 – Lesson 7 – Next Generation Development
FOM 105 – Lesson 8 – Understanding Full System Integration
FOM 105 – Lesson 9 – Understanding System Optimization
FOM 105 – Lesson 10 – The Evolving Family Office Model