Global Family Office Executive Tier Program
Our Executive Tier Includes the Core Global Family Office Program and an additional two days of
activity for participants looking to make the most out of a trip to New York. The Executive Tier
is especially valuable for non-US Family Offices.
Welcome Dinner
- Executive Tier participants will join NYIF executive management and faculty for a welcome dinner at the Cornell Club in Midtown Manhattan. Attendees will get an opportunity to speak with the NYIF team and network with other Family Office participants
Real Estate Investments
- 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
Digital Assets and Cryptocurrency
- Fundamentals and History of Cryptocurrency
- Understanding Crypto Volatility
- Understanding Blockchain
- Decentralized Finance
- Direct or Fund Investing?
Venture Capital and Direct Investment
- VC/PE Trends
- Screening and Valuing Candidates
- Fund vs Direct Investing
- Financing the Investments
Specialized Borrowing and Lending
- Jet and Yacht Financing
- Leveraging Illiquid Assets
- Creating Debt Management Policies
- Does the Family Wish to Lend Against Assets?
Family Philanthropic Management
- Philanthropic Planning and Strategy
- Establishment and Administration of Charitable Institutions
- Planning a Donation Strategy
- Formation of Grant-making Foundations and Trusts
Art Investment
- Overview of Global Art Market
- Investing Risks: Forgery and Stolen Art
- Planning a Donation Strategy
- Risk Mitigation and Recovery Strategies
Family Governance
- Creating a Decision Making Process
- Inter and Intra Generational Communication
- Reviewing the Family Offices' Performance
- Creating a Mission Statement and Investment Policy Statement for the Family Office
Corporate Strategy and M&A
- Corporate Strategy
- Business Valuation
- M&A Concepts and Theories
- M&A: Structuring a Deal
- M&A Process and Steps
- Key Documents in M&A Transaction
- Global M&A Case Study
Family Office Operations
- Reporting and Record Keeping
- Risk Management and Insurance
- Screening Financial Requests from the Family's Network
- Managing Reputational Risk
- Inheritance and Estate Planning
Global Capital Markets and Portfolio Management
- Global Equity Markets
- Global Fixed Income
- Investment Policy Statement Creation
- Asset Allocation Strategy
- Liquidity Management
Museum of Modern Art Tour
- Executive Tier members will receive a guided tour of The Museum of Modern Art, one of New York City's leading cultural institutions.
Panel Discussion on US Investing