Financial Management for the Family Office

This two-and-a-half-day program, in partnership with Lido Consulting, equips family office personnel and advisors with key skills in financial management, corporate governance, and investment decision-making.

Program Overview

During this program, you will:

Develop detailed budgets for business and personal long-term planning
Review financial reporting best practices for decision-making and oversight
Evaluate legal structures for wealth preservation, transfer, and tax minimization
Assess portfolio creation, risk/return relationships, and wealth management tools
Explore investment opportunities in public, private, alternative, and international markets
Discuss current family office challenges with peers and experts in small groups

Cost: $3,599
Duration: 3 Days
Date: November 2-4, 2026
Location: Malibu Campus

Who Will Benefit

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

High net worth families interested in developing long-term wealth management strategies

What You'll Earn

A certificate of completion and digital badge is awarded upon successful completion of the program. This program does not carry academic units/credit.

Student Testimonials

"A great introduction for me into the venture capitalist world and a process around how to invest in that space."
- Tzipora G.

"I have been in the industry so long. I have wondered about what else is out there. This is great information and great advice from people we can trust."
- Elaine B.

Contact Us

Stephanie Quintero

Stephanie Quintero
Program Manager, Executive Education

310-568-5687
Email Stephanie

Take the Next Step

Learn more about our programs

Request Information