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New e-learning course available on “Family Offices”

Fintelligence is continuously extending its library. Most recently, we have added the topic “Family Offices”.


The topic consists of three modules and focuses on critical aspects of running a Family Office.


In the first module “Family Offices & entrepreneurs in wealth management”, we explore the creation of Family Offices, their importance for wealth management, their role as service providers as well as drivers of innovation and growth.


In the second module “Services offered by Family Offices” we focus on the broad range of services that Family Offices may offer to their clients.


In the third module “Family Offices: Structure, governance, and staffing” structures are presented, that are chosen by families to run the Family Office. We analyse similarities and differences between Single and Multi Family Offices. Also, we have a look at various governance mechanism (incl. staffing) that might be chosen by the family to effectively lead the office. Furthermore the cooperation between the bank and the Family Office is discussed.


The course is available in English, French and German and is accredited as a Swiss Association of Wealth Managers (SAM) training offer.


Please get in touch with us in order to learn more about our attractive offering.

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