NYIF Global Family Office Program
NYIF’s Global Family Office Program is a comprehensive executive education, certification, and professional community platform designed for family office executives, founders, next-generation wealth holders, and trusted advisors serving ultra-high-net-worth families.
Global Family Office Professional Certificate, provides practical, practitioner-led education on family office structure, governance, investment oversight, risk management, succession planning, and the evolving responsibilities of modern family office leadership.
Module 1: Real Estate Investments (Morning · 3 Hours)
- Assess real estate as a core family office asset, including investment structures, financing, and risk.
- Global Real Estate Market Overview
- Real Estate Project Finance
- Real Estate Asset Classes
- Real Estate Investment Trusts (REITs)
- Real Estate: Fund or Direct Investment?
- Tax Considerations
Module 2: Digital Assets and Cryptocurrency (Afternoon · 3 Hours)
- Navigate the digital asset landscape and evaluate crypto allocation strategies for family portfolios.
- Fundamentals and History of Cryptocurrency
- Understanding Crypto Volatility
- Understanding Blockchain
- Decentralized Finance (DeFi)
- Direct or Fund Investing?
Module 3 — Venture Capital and Direct Investment (Morning · 3 Hours)
- Understand how family offices source, evaluate, and structure direct investments.
- VC/PE Trends
- Screening and Valuing Candidates
- Fund vs Direct Investing
- Financing the Investments
Module 4 — Specialized Borrowing and Lending (Afternoon · 3 Hours)
- Examine how family offices use structured borrowing and lending strategies to enhance liquidity, leverage assets, and manage risk
- Jet and Yacht Financing
- Leveraging Illiquid Assets
- Creating Debt Management Policies
- Should a family lend against assets?
Module 5 — Family Philanthropic Management (Morning · 3 Hours)
- Design and manage philanthropic strategies that reflect family values and maximize impact.
- Philanthropic Planning and Strategy
- Establishment and Administration of Charitable Institutions
- Planning a Donation Strategy
- Formation of Grant-making Foundations and Trusts
- Organizing Charitable Activities
- Sustainable Finance and Impact Investments
Module 6 — Art Investment (Afternoon · 3 Hours)
- Navigate the global art market as both an asset class and a family legacy strategy.
- Overview of Global Art Market
- Investing Risks: Forgery and Stolen Art
- Borrowing Against Art
- Risk Mitigation and Recovery Strategies
Module 7 — Family Governance (Morning · 3 Hours)
- Establish governance frameworks that align family interests and reduce conflict.
- Creating a Decision Making Process
- Inter and Intra Generational Communication
- Reviewing the Family Office’s Performance
- Creating a Mission Statement and Investment Policy Statement
Module 8 — Corporate Strategy and M&A (Afternoon · 2 Hours 30 Minutes)
- Evaluate corporate strategy, valuation, and M&A transactions from a family office perspective, including how families prepare for and navigate a liquidity event.
- Corporate Strategy
- Business Valuation
- M&A Concepts and Theories
- M&A: Structuring a Deal
- M&A Process and Steps
- Key Documents in an M&A Transaction
- Global M&A Case Study
- Group Projects and Case Studies
Module 9 — Family Office Operations (Morning · 3 Hours)
- Build the operational infrastructure required to run a modern family office.
- Reporting and Record Keeping
- Risk Management and Insurance
- Screening Financial Requests from the Family’s Network
- Managing Reputational Risk
- Inheritance and Estate Planning
Module 10 — Portfolio Management and Capital Markets (Afternoon · 3 Hours)
- Construct, manage, and optimize investment portfolios across asset classes, and understand global capital markets from a family office perspective, with a focus on asset allocation, risk, and long-term wealth preservation.
- Fixed Income and Money Markets
- Equity/Fixed Income Risk Tradeoffs
- Alternatives in the Portfolio
- Alpha vs. Beta Investing Strategies
- Capital Markets Update