The Certificate in Family Office is Equalifi’s exam-based qualification for professionals who want structured knowledge of how family offices are set up, governed and run. It recognises a sound understanding of family-office models, family and investment governance, portfolio oversight, operations, risk, legal and tax considerations, succession and legacy.
The Certificate follows the full EFO syllabus, covering family-office models, family wealth and the family enterprise, regulatory architecture, family governance, operating models, investment governance and portfolio strategy, direct investing, alternative investments, risk management, legal, tax and wealth structuring, estate planning and succession, next-generation preparedness, talent and culture, operations and technology, philanthropy and legacy, lifestyle services, family dynamics, practice building, service providers, performance measurement, due diligence and investment committees, ethics, the global family office and emerging trends.
The Certificate in Family Office is assessed through a single MCQ examination, which is also Level 1 of the Equalified Family Office Strategist (EFO) designation.
Pathway to the EFO designation
| Award | Assessment | What it recognises |
|---|---|---|
| Certificate in Family Office | MCQ Examination | Structured knowledge across the full EFO syllabus |
| Equalified Family Office Strategist (EFO) | MCQ Examination, plus Project and Viva | The ability to apply that knowledge in practice, with sound professional and ethical judgement |
Holders of the Certificate in Family Office may continue to the project and viva at any time to earn the EFO designation, without retaking the examination.
Who should take the exam?
Family-office professionals, wealth advisers, private bankers, investment and finance specialists, family-business leaders and next-generation family members, consultants, and legal, tax and trust professionals who work with families.
Important
The Certificate in Family Office is an educational qualification awarded by Equalifi. It does not constitute a regulatory licence or authorisation to provide investment, legal or tax advice.