Executive Program

Investment Banking: Managing Family Offices

SBS Swiss Business School > Executive Education > Certificate Courses > Investment Banking: Managing Family Offices

The Investment Banking: Managing Family Offices  certificate course is an intensive 5-day program designed for professionals navigating the complex landscape of family office management. This course provides a deep dive into the intricacies of family offices, covering topics such as investment strategies, portfolio management, legal frameworks, wealth management, and tax planning. Participants will gain insights into different types of family offices, asset allocation strategies, compliance issues, and the latest trends impacting this sector. The curriculum is enriched with case studies, interactive workshops, and guest speakers, offering a holistic and practical approach to mastering the nuances of managing family office investments. This course is ideal for those seeking to enhance their expertise in high-net-worth client management, ensuring their readiness to meet the evolving challenges and opportunities in the world of investment banking and family offices.

Course Information


On-Campus or Live-Virtual


5,950 CHF*


17 June – 21 June 2024


Course Outline

Day 1: Introduction to Family Offices and Investment Strategies

  • Overview of Family Offices
  • Investment Strategies for Family Offices

Day 2: Financial Instruments and Portfolio Management

  • Exploring Financial Instruments
  • Advanced Portfolio Management

Day 3: Legal Framework and Compliance

  • Legal Structures and Governance
  • Compliance and Regulatory Environment

Day 4: Wealth Management and Tax Planning

  • Wealth Management Strategies
  • Tax Planning for Family Offices

Day 5: Future Trends and Innovation in Family Office Management

  • Emerging Trends in Family Offices
  • Strategic Planning and Future Directions

Additional Component:

Guest Speakers: Industry experts and successful family office managers to share real-world experiences


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    *Payment Policy

    • Invoiced 3 months prior to course start
    • 100% Refund 4 weeks prior to course start
    • 30% Refund 2 weeks prior to course start
    • 0% Refund less than 2 weeks prior to course start


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