Family Office Series

Course description

Welcome to our Family Office Series – a set of practical sessions conducted by top family office experts addressing some of the key aspects of managing family office and family affairs using the best world practices.

Managing a Family Office can be a lonely job and many families who attended our programmes say they feel isolated and unsure how to handle certain aspects of running or managing a Family Office or family affairs.

Over a number of sessions you will learn how to optimise your family office, how to effectively set up investment process, write a business plan that will reflect your family vision and last for generations, how to prepare next generations to take over and  how to create strong family brand and protect it for generations.

The series consists of the following sessions – you can join just one or two of your choice, or all of them:

  1. Session 1: How to Increase Operational Efficiency of your Family Office. The Ferrari Family Office:  Drive your FO like a Race Car!
  2. Session 2: Writing Family Office Business Plan – Writing the Business Plan for Generations: Your Family Office Vision As a Masterpiece
  3. Session 3: Taking the Guesswork out of Investment Process: Creating a World Class Decision Making Model for your Family Office
  4. Session 4: Preparing the Next Generation:  Transitioning Power and Control in a Safe and Responsible Manner
  5. Session 5: Family Brand and Legacy
  6. Session 6: Should Family Offices Invest in Venture Capital?
  7. Session 7: Setting up Trusts – TBA

Join Carol Pepper and our panel of international senior family office experts to learn how to optimise your organisation and have your questions answered.

You can sign up for 1, 2, 3 or all sessions within the series, and you can complete them in any given order as each session is separate. Each session is 3.5 hours long and will start at 12 noon, GMT / 7 a.m. East Coast / 3 p.m. Gulf / 7 p.m. Singapore and HK.

Sign up for 3 sessions at the same time and save 10%, sign up for 5 and save 15%!

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You may be also interested in our flagship 2 day Managing Family Office & Wealth course.

What will you learn

Each session addresses different aspect of a family office. For details of each session click on the relevant link.

Session 1: Increasing Operational Efficiency of Your Family Office

  • Learn how to identify areas for improvement within your family office and set up the right KPIs for your operation
  • Explore how you can increase operational efficiency of your family office
  • Tips to enhance staff performance and family relationships

Session 2: Creating Family Office Business Plan

  • Learn the best practices for writing your Family Office Business Plan Masterpiece
  • Explore how to convey your vision to guide generations to come
  • Business plan don’ts – How to avoid costly mistakes that future generations will pay for

Session 3: Setting up Efficient Investment Portfolio

  • Family Office Asset Allocation- do’s and don’ts
  • Taking control from your managers and driving your vision
  • Due Diligence for Family Offices and setting up the Family Office Investment Process
  • How to handle market meltdowns and geopolitical disruptions

Session 4: Preparing Next Generation

  • Learn how to avoid arguments and power struggles
  • Understand how to communicate in the most effective way with your family members during the times of transition
  • Help the Next Generation become ready for their larger roles

Session 5: Building Family Brand and Legacy

  • Explore how to think of your family as a brand and build legacy to last
  • Learn how to develop your band story integrating your family values and vision
  • Learn how to hire and get the best from branding experts
  • Feel confident on the image you project to the world in a safe way
  • Have a plan to handle unexpected PR challenges

Session 6: Investing in Venture Capital for Family Offices

  • Understand how the Venture Capital differs from other asset classes how it fits in your asset allocation strategy
  • Learn to assess valuations and risks in VC investments
  • Understand how you can set-up successful VC investment strategies that tailor to your family office
  • Learn the main Venture Capital valuation methodologies and how to use the investment structure and deal governance to create liquidity to your VC investments
  • Explore how to avoid pitfalls in assessing VCs investment potential

Main topics covered during this training

For details of each session see relevant session page.

  • Session 1: Assessing and optimising operational efficiency of your family office
  • Session 2: Writing a masterpiece business plan for your family office to last for generations
  • Session 3: Setting up investment plan to save millions
  • Session 4: Preparing the next generation
  • Session 5: Building family brand and legacy
  • Session 6: Investing in Venture Capital

Who should attend

The sessions have been designed, first and foremost, for Family members and family office professionals and anyone involved in the sector who is interested in learning more about the key aspects of running and managing family office and wealth.

 

The Family Office Series

  • Each session is a 3.5 hour practical and interactive live virtual session conducted by a senior international Family Office expert. The sessions will start at midday U.K time / 7 a.m. East Coast / 3 p.m. Gulf / 7 p.m. Singapore and HK (except Investing in VC session on 7 Nov 2024 which will start at 9 a.m. and end at 1 p.m.
  • You can join 1, 2, 3 or all sessions and complete them in any order as they are all independent.

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SESSION 1: How to Increase Operational Efficiency of your Family Office. The Ferrari Family Office: Drive your FO like a Race Car!

Many Family Offices do the job, but are more Fords than Ferraris. Join world-renowned expert Carol Pepper, who has set up Family Offices on Five Continents, for a tune up!

Topics include:

  • The important of assessment and gap analysis to spot trouble
  • Keeping staff and family happy- challenges and solutions
  • Budgeting for satisfaction
  • KPIs for the FO-why you need them

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SESSION 2: Writing Family Office Business Plan – Writing the Business Plan for Generations: Your Family Office Vision As a Masterpiece

Every CEO knows you must have a strong business plan to succeed. As the CEO of your Family, you can set the vision for the next ten generations. Join this practical session to learn the best practices in writing your Family Office Business Plan Masterpiece.

Topics Include:

  • How Family Office business plans are similar to, and different from, corporate business plans
  • The Role of vision, values and mission in Family Office business plans
  • Writing to excite and entertain – Involving the next generations and gaining their support
  • Business Plan Don’ts – How to avoid costly mistakes that future generations will pay for

After this session, you will be ready to:

  • Understand how to choose the right topics for the plan
  • Design a practical dream for the future
  • Effectively communicate with next generations of your family members
  • Involve the family in their most important undertakings
  • Negotiate differences and build a shared future

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SESSION 3: Taking the Guesswork out of Investment Process: Creating a World Class Decision Making Model for your Family Office

Many Family Offices are disciplined in making money from operations but casual in their approach to investing. Having the Investment Process can save millions if you identify true winners and avoid bad deals. Join world-renowned investor and CIO (Carol managed over $1Bn asset portfolio for Rockefeller FO Clients) Carol Pepper for a hands-on workshop on creating the right Investment Process.

Topics Include:

  • Family Office Asset Allocation- do’s and don’ts
  • Taking control from your Managers and driving your vision
  • Due diligence for Family Offices – what is essential and how to perform due diligence for your Family Office
  • Mapping the tasks for completing a the Family Office investment process
  • How to handle market meltdowns and geopolitical disruptions

After this session, you will be able to:

  • Evaluate your current process in light of what you have learned
  • Create a map to improve and implement a successful investment process
  • Receive recommendations on technology and outsourced experts to help you
  • Be able to stay in control of the process, rather than giving it over to outside money managers and banks
  • Feel confident that you are making the right investment decisions after applying the process

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SESSION 4: Preparing the Next Generation: Transitioning Power and Control in a Safe and Responsible Manner

It is inevitable that the Next Generation will one day take over the family fortune, and whether they build upon or destroy your legacy is largely up to you. Many parents are up late at night wondering if they will end up like King Lear, disenfranchised by their children, or if they will end up relieved and respected when the time comes.

Join this practical session to explore the right way to navigate and succeed in the crucial task of wealth transition.

Topics Include:

  • Coming to terms with transition: becoming mentally prepared for this task
  • Evaluating the Next Generation and making the right decisions
  • How and when to start the plan: as early as possible
  • Step by step: how to safely transition power and control

After this session, you will be able to:

  • Communicate effectively with your spouse and children about transition in a helpful way
  • Avoid arguments and power struggles by setting tasks and goals
  • Help the Next Generation become ready for their larger roles
  • Feel calm and peaceful as you work through a safe and sensible plan

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SESSION 5: Building and Protecting Family Brand and Legacy

In this ever-connected world, Family Offices must be mindful of their public persona. It is impossible to stay completely hidden, and wise to control the narrative. Join world-renowned expert Carol Pepper as we discuss sophisticated strategies to shape your reputation in the outside world.

Topics include:

  • Branding basics: thinking of your family as a brand with dignity and confidentiality
  • Legacy Building: joining with other families to amplify your legacy
  • Recording family history: create a story your future generations are proud to embrace
  • Weaving values into brand: increasing the integrity of your story
  • Attracting partners: let your brand proceed you in the marketplace

After this session you will be able to:

  • Hire and get the best from branding experts
  • Have a plan to develop your brand story
  • Have tools and recommendations for preserving  your family history
  • Feel confident on the image you project to the world in a safe way
  • Have a plan to handle unexpected PR challenges

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Session 6: Should Family Offices Invest in Venture Capital?

This is a half day session from 9 a.m. until 1 p.m. GMT. For full details click here. 

 

Trainer

Carol Pepper – Expert Conducting Sessions 1-5

Carol Pepper is Founder and Chief Executive Officer of Pepper International, an award-winning family office located in New York City. In 2024, Pepper International is celebrating its 23rd year in business. Carol and the firm have won a multitude of awards.  Carol has been named a Power Woman of the Year North America by Citywealth UK, one of the Top 50 CEOs in Private Wealth and one of the 50 Most Influential Women in Private Wealth. Pepper International was named Best Boutique Firm in the world by STEP, the Society of Trust and Estate Planners.

Carol acts as the External Chief Investment Officer to Family Offices. She is an Expert in Social Impact Investing for global families. Carol built family offices on five continents, and consults with families to set up and improve their Family Offices. She has helped families all over the world to successfully integrate the next generation into the family business and to safely transfer wealth.

In addition, Carol is a member of the Advisory Committee for the United Nations Capital Development Fund, a member of the Advisory Board for the Family Office Real Estate Institute, and a Member of the Executive Committee  for the Baryshikov Arts.  She is a graduate of Bryn Mawr College and has an MBA from Columbia University, and a Certificate of Pension Fund Management from The Wharton School at the University of Pennsylvania.

 

FAQ

We offer banking and finance courses as well as soft skills and business management training. You can either attend an open public course in London or Dubai or arrange customised in-house training to be delivered in any of your offices worldwide.

Most of our public courses are run over 2 full days. Some programmes are offered as a 1 or 3 day training.

In-house training is tailored to client’s requirements and can be organised over 1 day, 2-3 weeks or longer.

Public courses are organised mainly in London and Dubai. Occasionally we organise courses in other centres like Paris or New York. Check our public course calendar for the current list of programmes. We use a range of training venues, all in the centre of the cities and with excellent transport links to the airports and train stations.

In London we use venues in the centre (near Oxford Circus station or in Mayfair) or in the City (near Liverpool Street or Moorgate stations).

In Dubai our courses are organised in one of 4-5* hotels in the Deira district. Once you register we will send you detailed information together with accommodation options if required.

Our in-house courses can be delivered anywhere in the world. We work with over 25 trainers worldwide. Contact us do discuss your requirements. Check our list of available programmes.

Our courses are run in central locations from 9 a.m until 5-5.30 p.m. There are 2 coffee breaks and a lunch break. Lunch is always provided in the venue.

Dress code is smart casual.

All our programmes are taught by senior specialists who have spent many years in their respective sectors, working as senior managers and head of departments, so they understand very well the market and the challenges you are facing.

The experience of our trainers allows us to create very practical programmes, focused on current market trends and challenges. You can be sure that you will gain the knowledge which can be instantly applied in your workplace after the course. You will be analysing real life case studies, take part in group exercises and discussions as well as role plays, whenever applicable.

We want our courses to be as practical and interactive as possible so we limit the number of participants in order to optimise your time with the trainer and allow you to ask questions which are important for you.

In order to understand your requirements and expectations, we will send you a pre-course questionnaire.

You will also receive post-course support so if you have any questions after you left the training, you are welcome to contact us.

There are 2 easy ways to register:

  1. Go to the course of your choice and click Register Now button to fill the registration page
  2. Email us to enquiry@eurekafinancial.com

After you register, we will send you registration confirmation and an invoice so you can arrange the payment. Please note that your place is not confirmed until we receive it.

If you register within Early Bird discount period, there’s limited time to arrange the payment in order to be eligible for the discount. You will find all the details on the invoice.

We don’t advise to make any travel and hotel arrangements until you receive full course confirmation from us.

We will send you venue and course details as soon as possible but most likely about 3-4 weeks prior to the course commencement.

You can pay by:

  • Making a bank transfer
  • Debit/credit card
  • Cheque payable to Eureka Financial Ltd. - only within UK

Just mark preferred paying option on the registration form. Whichever form of payment you choose we will always send you an invoice.

If you pay by card, a 2.2% processing fee will be added. We will send you authorisation form so you can give us your card details.

Included in the price of a public course are:

  • Course tutorial
  • Take away course materials
  • Course Certificate
  • Lunch on the days of the training as well as drinks and snacks throughout the course

The price doesn’t include accommodation, flights, transfers and any additional costs outside of the training venue.

Yes, we always offer Early Bird discount, so the sooner you register the more savings you can make. We also offer group discounts and if you register for 2 or more programmes at the same time.

If you are a full time student or unemployed, we offer a 25% discount of the full price of the training. Student ID or unemployment status confirmation is required to claim this discount.

If you attend one of our courses you will be entitled to a special discount for a year after the last course you attend with us. Also, if you have attended and recommended us to a friend, both you and your friend will receive a special discount. You will receive more information about it after you attend the course.

See our Customer Loyalty Discounts page for more details.

All our courses based in the UK are subject to the VAT charge of 20%. This fee is irrespective of the country of residence of the delegates.

You can, however, claim the VAT back by contacting UK tax office - HMRC, and filling the relevant form, as long as you comply with the following rules:

For Delegates coming from the EU countries

If you represent a registered business in another EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:

  • You're not registered for VAT in the UK and don't have to, or can't be, registered here
  • You don't have a place of business or a residence in the UK
  • You don't make any supplies in the UK

You can find some more information here. In order to claim the VAT you have to fill Form 65.

For the Delegates from Non EU countries

If you represent a registered business in a non-EU country, you can use the Refund Scheme to reclaim VAT you pay in the UK as long as all of the following apply:

  • You're not registered for VAT in the UK and don't have to, or can't be, registered here
  • You don't have a place of business or a residence in the EU
  • You can only use the Refund Scheme if your own country operates a similar scheme and makes it available to UK businesses. If your country has its own Refund Scheme but doesn't let UK businesses use it, you can't claim under the UK Refund Scheme.
  • You don't make any supplies in the UK

If the following rules apply to you, please fill the 65A form and send it to HMRC.

Webinars

You can cancel your participation up to a month before the course and receive a refund minus 10% of the full course value. Between 2-4 weeks before the course you will be charged 50% cancellation fee and if you cancel less than 2 weeks before the course you can only offer your place to a colleague. Up to 2 weeks before the course you can reregister for another edition for 10% reregistration fee if there is another webinar offered or you can rebook for a course in London by paying the difference in price plus 10% reregistration fee.

Classroom Courses

If there is any official travel restriction or difficulty related to the COVID pandemic around the time of the course we will convert the training into a webinar or offer to attend the next classroom edition at no extra cost.

If you are unable to attend the course, you can either send a replacement at no extra charge or, up to 10 days before the training, you can transfer your booking to another edition within the next 6 months paying administrative fee of 20% of the full course price. For any cancellation requests received between 11 days and 4 weeks from the course we offer 50% refund or reregistration to another edition for 25% of the value of the booking. For any cancellation requests received more than 4 weeks before the course date we will offer a refund less an administration fee of 10% of the full course price.

Cancellations must be made in writing (letter or email) and reach our office four weeks prior to the course date. We regret that only limited refunds can be given after this period as per points above. Non-attendance without any notification will be charged at full rate. Your place on a course is not guaranteed until we receive the payment. All payments must be made in full before the course date.

All our trainers have been working for many years in their respective sectors before they begun to teach so they bring a wealth of practical experience to the classroom.

Most of them used to work for 15 or more years in the financial sector and corporate world, and were holding positions of Directors, VP and Senior Managers. Some of them have published books and have written articles for specialised magazines and newspapers including FT, The Independent, The Times etc. You can find detailed biography of each trainer on the page of the course you want to register for.

Yes, you will receive a Certificate of Attendance at the end of the course you attend.

If you have to apply for a Visa to attend a course in the UK, we will issue a letter to support your application. The letter will be issued only after the payment for the course has been made.

It is delegate’s responsibility to obtain a Visa and failure to do so will not make the participant exempt from the cancellation policy.

Anyone suspected of applying for a training course simply to gain a Visa letter will be reported to their embassy.

We will need the following information to issue an invitation letter:

  • Full name as it appears on your passport
  • Date of birth
  • Passport number
  • Passport issue date
  • Passport expiry date

21 Oct 2024, Session 1 - Virtual

Register by 22 Sep to save £180

Early bird price £395 + VAT

Regular price £575 + VAT


Register for any 3 sessions and get 10% discount, for 5 sessions - 15%. There is no VAT charge for businesses based outside of the UK and individuals based outside of the EU.


6 Nov 2024, Session 2 - Virtual

Register by 22 Sep to save £180

Early bird price £395 + VAT

Regular price £575 + VAT


10% discount for any 3 sessions, 15% for 5 sessions.


26 Nov 2024, Session 3 - Virtual

Register by 22 Sep to save £180

Early bird price £395 + VAT

Regular price £575 + VAT


10% discount for any 3 sessions, 15% for 5 sessions.


11 Dec 2024, Session 4 - Virtual

Register by 22 Sep to save £180

Early bird price £395 + VAT

Regular price £575 + VAT


10% discount for any 3 sessions, 15% for 5 sessions.


28 Jan 2025, Session 5 - Virtual

Register by 22 Sep to save £180

Early bird price £395 + VAT

Regular price £575 + VAT


10% discount for any 3 sessions, 15% for 5 sessions.


This topic can be arranged on in-house basis. If you have a group of 4 or more we can customise it and deliver in any location worldwide. Contact us to discuss your requirements


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