Master class on organizing a 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.
- Practical approachThe course includes real cases and case studies to help you better understand the process of organizing a family office.
- Individualized training planThe program is designed to meet the different levels of training and needs of the participants.
- Expert supportOur experts are always ready to answer your questions and help you master the material.
- Access to additional materialsUpon completion of the course, you will have access to helpful resources and literature on the topic of the family office.
Is this course for you?
A course for family wealth management: for family members, trustees and professionals 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 finance and investment professionals.
Book a seat
Invest in family office knowledge. Find out about pricing and discounts on a course that will transform your business, with flexible payment options.
Basic course
Fundamentals of family office management / 10 hours
389 CHF
Video lessons
Access to materials
Certificate of Completion
Access to materials
Certificate of Completion
Advanced Course
Strategies and case studies of real family offices / 20 hours
1477 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 / 30 hours
2888 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 the management of your family office. Register today and begin the journey of learning and growth to effectively manage and protect your family's wealth.