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Pepperdine | Graziadio Business School
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Certificate in Financial Management for the Family Office

This two and a half day program introduces family office personnel and advisors to best financial management practices to better manage their organization’s finances and make informed investment decisions. 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.

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

Certificate Program Information

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Program Dates*
Fall 2019: October 28 - 30, 2019

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

Investment: 

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

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

  • Session 1: Discussion on the Family Office
  • Session 2: Family Governance and Corporate Governance Working Together; a Practical Approach
  • Session 3: Integrating Charitable Planning into your Wealth Strategy
  • Session 4: Tax and Accounting Essentials
  • Session 5: Due Diligence on Investing Including Differences Between RIAs vs. Brokers (Fiduciary Standards)
  • Session 6: Asset Allocation Family Office Style
  • Session 7: Money Manager Selection and Analysis
  • Session 8: A Guide to Sand Hill Road - 21st Century VC Investing
  • Session 9:  RIsk Management Tools for Hedge Funds and Family Office
  • Session 10: Trends in Real Estate Investment, Finance, and Leverage
  • Session 11: Creating a High-Performance Family: A Prerequisite for Multi-Gen Survival
  • Session 12: Flexible Trust Structuring Across Generations
  • Session 13: Managing Multi-Generational Family Business and Transitioning to the Next Generation

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

  • 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

Contact Us

Lisa Chance
Enrollment Advisor
Executive Education
26750 Agoura Road, Ste. 118
Calabasas, CA 91302

818.702.1326

Email