Master class on organizing a
Family Office
Family Office
Gain the knowledge and confidence to effectively organize your family office, optimize your work, and achieve your financial goals. This comprehensive course offers practical strategies and real-life examples to help you improve your family office management.
Unlock the secrets of Family Office success
The course will help participants learn the principles of creating and managing a family office. You will learn how to effectively organize financial and management processes, ensuring the stability and prosperity of the family.
Explore a rich training program
Explore structured training in family management, investments, tax and inheritance with interactive exercises and case analysis.
- Family Trust creationLearn the key principles of asset protection and inheritance through a trust: from choosing a jurisdiction to drafting a trust agreement tailored to the family's interests.
- Family Office lounchingFigure out which family office format is right for you - single or multi - and how to assemble an effective team or set up a digital infrastructure to manage family capital.
- Setting up a Family FundLearn how to set up a family fund for investment, charity, or intergenerational wealth preservation - with a legal structure, purpose, and long-term strategy.
- Family Office as a PhilosophyExplore how to turn a family into a clan: from creating your own heraldry and history to forming shared traditions, values, and intergenerational identity.
Some families can restore their clan from history, while others will create a clan starting from themselves.
Our Tutors
Experts will share their deep experience
- Olha KubowFamily Office Philosophy
- To be announced laterTax Advisor
- To be announced laterFamily Office Owner & Manager
- To be announced laterWealth Manager
Is this course for you?
A course for family members, trustees and exiting founders wishing to organize their family office for the first time or to deepen their knowledge when taking over the management of a legacy office.
- Practical informationThe course contains up-to-date knowledge on setting up and managing a family office.
- For novice investorsIdeal for those who want to effectively manage family wealth.
- Expert supportGet advice from tax, wealth management and investment professionals.
Book a seat
Invest in your Family Office knowledge. Find out about the pricing for a course that will transform your financial management. Flexible payment options are available.
Basic course
Fundamentals of family office management / 10 hours
389 CHF
Video lessons
Online Access to materials
Certificate of Completion
Online Access to materials
Certificate of Completion
Advanced Course
Strategies and case studies of real family offices / 20 hours
2477 CHF
5 days Master-class in Swiss Alps
with famous proficient Mentors
Expert consultation
Certificate of Completion
with famous proficient Mentors
Expert consultation
Certificate of Completion
Individualized course
Personalized training tailored to your goals / 25 hours
3888 CHF
5 days Master-class in Swiss Alps
with famous proficient Mentors
Expert consultation
Certificate of Completion
+ 2 extra days and individual workshop
with famous proficient Mentors
Expert consultation
Certificate of Completion
+ 2 extra days and individual workshop
Register now
Don't miss the opportunity to improve your future. Register today and begin the journey of learning and growth to effectively manage and protect your family's wealth.