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."

Secure your spot in the classroom, register today ›

*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
Monday, June 19, 2017
Time Room Topic
8:00 - 8:30 AM LC155 Registration and Continental Breakfast
8:30 - 8:45 AM LC155 Introduction
Speaker: Greg Kushner, Lido Consulting, Inc.
8:45 -10:30 AM LC155 Session 1: Four Essential Skills for the Professional (L.E.A.F.)
Speakers: Dr. Carolyn Friend & Dr. Jamie Weiner, Inheriting Wisdom
10:30 - 10:45 AM   Break
10:45 - 12:15 PM LC155 Session 2: Family Business Conflict – A Case Study
Speaker: Roy Kozupsky, ESQ., Moses & Singer, LLP
12:15 - 1:15 PM LC155 Lunch
1:15 - 2:45 PM LC155 Session 3: Due Diligence
Speaker: Greg Kushner, Lido Consulting, Inc.
2:45 -3:00 PM   Break
3:00 - 4:30 PM LC155 Session 4: Philanthropic Planning
Speaker: Bruce DeBoskey, The DeBoskey Group
4:30 - 4:45 PM   Break
4:45 - 5:30 PM LC155 Session 5: Open Forum
Various Speakers
6:30 PM LC155 Sponsored Networking Dinner – Location TBD
Tuesday, June 20
Time Room Topic
8:00 - 8:30 AM LC155 Breakfast
8:30 - 9:45 AM LC155 Session 6: Social Impact Investing & Philanthropy – A Panel Discussion
Moderator – Dr. Jamie Weiner & Dr. Carolyn Friend
9:45 -10:00 AM   Break
10:00 - 10:30 AM LC155 Session 7: Understanding Contemporary Trends of
Fiduciary/Trustee; Duties & Rise of Directed Trusts
Speaker: Roy Kozupsky, ESQ., Moses & Singer, LLP
10:30 - 12:30 PM LC155 Session 8: Investment Management and Fiduciary Overview
Speaker: Michelle Konstantarakis, Investment Counsel Company
12:30 - 1:30 PM LC152 Lunch
1:30 - 3:00 PM LC155 Session 9: ABC’s of Investment Policy Statements
Speaker: Greg Kushner, Lido Consulting, Inc.
3:00 - 3:15PM   Break
3:15 - 5:30 PM LC155 Session 10: Portfolio Theory Calculations
Faculty: Dr. Abraham Park, PhD
Wednesday, June 21
Time Room Topic
8:00 - 8:30 AM LC155 Breakfast
8:30 -10:00 AM LC155 Session 11: Accounting & Tax Essentials
Speaker: Timothy Speiss, EisnerAmper
10:00 -10:15 AM   Break
10:15 -12:00 AM LC155 Session 12: Navigating Cross-Generational Engagement
Speaker: Pat Armstrong, Abbot Downing
12:00 - 12:15 PM LC155 Closing Remarks
Speaker: Greg Kushner, Lido Consulting, Inc.

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
Roy Kozupsky

"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."

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.