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Frequently Asked Questions
Explore our list of common questions. For further information, please submit your details via the Contact page.
Who are your programs designed for?
Our programs are designed to support two key audiences:
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Family office units - a selection of our programs are designed to be presented to, or to engage all members of a family office for collective learning, development, and goal alignment.
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Family office, business or wealth recipients - a selection of our services are designed for second or third generations onward who are still building their knowledge and experience regarding family office or wealth management.
We recommend submitting your details below, or via our contact page for more information.
Do you offer your services to professionals working with family offices?
Yes. Most of our programs are suitable to professionals, advisors, executives, or anyone interested in, or frequently working with family offices.
Where do I find information about the topics covered in the 5-day, 12-month, or Alumni programs?
We recommend you submit your details via the form in our footer, or send a request via our Contact page to receive our full information pack which includes the topics covered in our comprehensive programs.
Do the programs need to be completed in consecutive order?
No, although we recommend completing one of the introductory options prior to advancing to the 5-day, or 12-month programs. These include:
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Family Office Foundations (90 minute webinar)
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Empowerment & Alignment: A Day of Goal Setting
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Introductory Insights: 1-Day Workshop
Any one of these programs will not only provide your family office members with an understanding of the key concepts we will be discussing and analyzing, but will also allow our facilitators to gain an understanding of your family office, your members, and your goals and expectations.
Can companies or family offices sponsor their members to attend your programs?
Do you work with any type of family office, industry, or wealth bracket?
Yes. Our programs are flexible and can be tailored to suit the particular circumstances you and your family operate in. We offer a complimentary initial consultation to discuss your needs and expectations, and will happily tailor our services accordingly.
Some programs state a preference for in-person delivery. Do you offer fully online options?
Yes. We can adapt our services to suit online delivery if required. Our preference for in-person delivery for some services is due to the collaborative and interactive nature of some of the program content which is best fostered in-person. You can request pricing for fully online delivery through our Contact page, or by booking a complimentary initial consultation.
Are your programs accredited or recognized by any professional bodies?
Currently, our programs are not accredited or recognized training modules. The experience of our program developers, learning designers, and facilitators offer real-world, practical, and valuable knowledge that is specifically designed for the unique circumstances family offices present.
Do you offer multilingual services?
At present, our facilitators and course content are delivered in English. If you have a family office member, or trusted advisor available to translate during webinars or workshops, we will do our best to work with them for a smooth delivery of our services.
How do we enroll in your programs?
Our Family Office Foundations webinar can be booked online via our 'Enroll Now' page. To enroll in one of our other programs, you can submit an enquiry via our Contact page and a member of our team will be in contact with additional information.
Alternatively, you can book a complimentary Introductory Consultation via our 'Enroll Now' page, and one of our advisors will assist you through the enrollment process.
Absolutely. Please submit an enquiry via our Contact page. Alternatively you can book an Initial Consultation, or our Family Office Foundations webinar on their behalf via the 'Enroll Now' page.