Family Office Financial Management Certificate | Executive Education | Graziadio Business School | Pepperdine University

Certificate in Financial Management for the Family Office

Managing and Building Wealth Through Effective Financial Management, Oversight, and Informed Investment Decisions

The Certificate in Financial Management for the Family Office program is a two and a-half day curriculum-based training program in Malibu developed by Pepperdine Graziadio School of Business and Management in association with Lido Consulting, Inc.

We invite family office management personnel and advisors that work within the family office to explore best practices in corporate governance and financial management, evaluation skills necessary to oversee and manage the financial and budgetary aspects of their organization, and the tools necessary to make informed and suitable investment decisions. Network with industry experts and peers in an intimate venue cultivating one-on-one interactions discussing issues facing family offices. The program is taught by leading Pepperdine Graziadio academics and top industry professionals who will share various opportunities, discuss current issues and review best practices.

Certificate Program Information

Program Dates

June 19-June 21, 2017*

Location

Pepperdine University, Drescher Graduate Campus
Villa Graziadio Executive Center
24255 Pacific Coast Highway
Malibu, CA 90263

Fee

$2,700 Early Bird Registration (until May 19, 2017)
$3,499 General Registration

  • Cost is per participant and includes program materials and meals (breakfast and lunch, unless otherwise noted).
  • General registration discounts are available for Pepperdine students and alumni and previous Executive Education program participants. Please contact execed@pepperdine.edu for additional information.
  • On-site lodging is available at the Villa Graziadio Executive Center. To reserve a room, call 310.506.1100 and mention "CFMFO."

*Dates and locations may change. We will notify students of any changes in a timely manner.

  • Personnel and advisors within the Single Family or Multi-Family Offices
  • Wealth advisors interested in developing skills and management expertise in the Family Office segment, e.g., investment bankers, accountants, commercial real estate advisors, and attorneys
  • High net worth families interested in developing long-term wealth management strategies

*Sample program listed, 2017 program will be updated when available.

Day One

Session 1: Good Governance for the Family Office
Session 2: Tax Strategies Every Family Office Should Know
Session 3: The Woodcutter and the Trees: Lessons Learned From the Fourth Generation
Session 4: Family Wealth & Family Business Planning and Estate Tax Considerations
Session 5: Family & Family Office Philanthropic Strategy - Contemporary Considerations

Day Two

Session 6: Wealth Management and Portfolio Creation: Evaluating the Risk/Return Relationship for Public and Private Assets, Including
Alternative Investments, Global Asset Allocation and the Investment Decision-Making Process
Session 7: Asset Allocation and the Family Office, Investment Strategies: Due Diligence, Selection & Monitoring, and Measuring Risk for the Family Office

Day Three

Session 8: Lessons Learned: 25 Years of Family Office Management

Program Overview

  • Learn the skills necessary to develop in-depth budgets for all aspects of business and personal activities as a basis for long-term planning and portfolio management
  • Review best practices for financial reporting as a tool for decision making, appropriate levels of delegation of authority, organization oversight, and accountability
  • Evaluate different legal and organization structures for wealth preservation, wealth transfer, and tax minimization
  • Assess portfolio creation, the risk/return relationship, and wealth management tools
  • Study various investment opportunities including both public and private markets, alternative investments, real estate investments, and international investment opportunities
  • Discuss current issues facing family offices with peers and industry experts in a small group setting

Industry Testimonial

Roy Kozupsky

"Pepperdine is in the forefront of putting forth highly valuable educational programs for those professionals interacting with and servicing high net worth family businesses and family offices. The classes are cutting edge in contemporary planning with topics covering sophisticated wealth transfer planning, philanthropy planning, fiduciary conflict and more. Attendees come from different professional backgrounds which thus serves as a unique multi-disciplinary platform to learn in a group setting."

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

In partnership with:

Lido Consulting Logo

Lido Consulting, Inc. provides consulting services for families with substantial wealth and resources and to those responsible for the management of wealth.