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Executive Education

Certificate in Financial Management for the Family Office

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

Next Offering: December 3-5, 2012

In partnership with:

Lido Consulting

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

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

Program attendees learn 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. The program will be instructed by both Pepperdine faculty members and industry experts.

Certificate Learning Objectives:

  • 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 over-site, 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

Who Should Attend:

The Certificate in Financial Management for the Family Office is a training program designed for the family office management personnel, family members, individuals from affluent backgrounds, and advisors that work within the family office space. The certificate qualifies for continuing education credit for CPAs licensed in CA, MCLE for attorneys licensed in CA, CFPs and may qualify for other credentials depending on the state of jurisdiction.

Certificate Program Details:

Dates and Times:

  • Monday, December 3, 2012 - 8 a.m. to 5:30 p.m.
  • Tuesday, December 4, 2012 - 8 a.m. to 5 p.m.
  • Wednesday, December 5, 2012 - 8 a.m. to 1 p.m.

Location:

Graziadio Villa Executive Center at Pepperdine University
24255 Pacific Coast Highway
Malibu, CA 90263

Cost:
  • Full price: $2,250
  • Early registration $1,850 ($400 off ends 9/30/12)
  • Early registration $1,950 ($300 off ends 10/31/12)

100% refund before 10/1/12, 50% refund before 10/31/12

Cost includes materials, breakfast and lunch each day.

Contact Us

For more information about the certificate program, please contact:

Rachel Williams
Director of Executive Education
(310) 568-5787