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.
"Pepperdine is in the forefront of educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families and family businesses. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. Attendees come from different professional backgrounds and this environment serves as a unique multi-disciplinary platform to learn collaboratively in a group setting."
Partner in Private Client Department of Moses & Singer, LLP
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.