Tutorials
Session 1- Family Office Advisors Program
Session 2- Managing a Single Family Office
Session 3- Succession Planning
Session 4- Managing a Multi-Family Office
Session 5- Understanding Asset Allocation of Family Offices
Session 6- Family Offices: Income Tax & Regulatory Considerations
Session 7- Alignment of Family Values, Golas and Culture with Family Office
Session 8- Managing Complexities of Multi-Generational Families
Session 9- Family Governance and Dynamics
Session 10- Family Office Case Studies
Study Resourses

Session 1- Introduction to Family Offices
Session 2- Managing a Single Family Office
Session 3- Succession Planning
Session 4- Managing A Multi-Family Office
Session 5- Understanding Asset Allocation of Family Offices
Session 5- Working Sheet- Portfolio Risk
Session 6- Managing Complexities of Multi-Generational Families
Session 7- Alignment of Family Values, Goals & Culture with Family Office
Session 8- Managing Complexities of Multigenerational Families
Session 9- Family Governance and Dynamics
Session 10- Family Office Case Studies

© 2026 Equalifi®. All rights reserved