Understand the fundamentals of wealth management and the purpose, role and evolution of family offices.
The Wealth Management and Family Office
Fundamentals course is a practical, wealth-oriented program that aims
to equip learners with an understanding of how family wealth is structured,
invested, governed and managed across generations.
The course covers the fundamentals of wealth management,
family office structures, asset allocation, portfolio diversification, family
governance, investment decision-making, succession planning and risk
management.
It also introduces learners to traditional and alternative
investments, including equities, fixed income, real estate, private equity,
venture capital, private credit, AIFs, REITs and InvITs, along with the growing
role of global diversification, technology, MIS and professional investment
teams in family-office management.
At the conclusion of the program, learners will be able to
understand family wealth from a structured perspective, evaluate different
approaches to capital allocation, recognize governance and succession
requirements, and approach wealth management with a professional and
multi-generational perspective.
As wealth grows, managing it becomes more complex. Families
need to look beyond individual investments and consider how capital is
allocated, how risk is managed, who makes decisions and how wealth will
continue across generations.
Structured wealth management helps bring investments,
governance, family objectives and long-term planning into one organised
framework.
This course helps you build that structure by learning to:
- Understand wealth management and
the role of a family office.
- Understand how family offices are
structured and how they evolve as family wealth becomes more complex.
- Build an understanding of asset
allocation across traditional, alternative and real assets.
- Understand family governance,
investment decision-making and succession planning.
- Evaluate risk, liquidity,
concentration and diversification while managing family wealth.
- Understand the role of
professional teams, technology, MIS and reporting in modern family offices.
It is about managing wealth with a clear purpose,
structured decision-making and a long-term perspective rather than looking at
investments in isolation.
Is This Program Right for You?
Individuals who want to understand how wealth is professionally managed, preserved and grown over time.
Students and finance learners interested in gaining practical knowledge of Wealth Management and Family Offices.
Wealth managers and financial advisors looking to strengthen their understanding of HNI and UHNI wealth management.
Relationship managers and private banking professionals working with wealthy individuals and families.
Investment professionals seeking an understanding of asset allocation, alternatives and family-office investment structures.
Family-business members and next-generation members who want to understand governance, succession and structured wealth management.
Professionals who want to understand how investment, risk, governance and family objectives are brought together within a family-office framework.
Faculty
◆Learn from practitioners, not presenters
Romit Barat
Executive Director – AAFM® India
Regulatory certifications & financial education · Investment & portfolio management · Corporate growth & innovation
Head – Academics (Market & Exchanges), AAFM®
20+ years of experience in trading, research and investor education; experience with NSE & NISM programs and trading-model development.
Knowledge You Will Gain
Understand different stages of family-office development, from founder-led and externally supported structures to hybrid and institutional family offices.
Understand asset allocation and portfolio diversification across equities, fixed income, real estate, private markets and alternative investments.
Understand family governance, decision rights, family councils, investment committees and succession frameworks.
Evaluate investments using risk, return, liquidity, concentration, time horizon and family objectives.
Understand the role of technology, MIS, consolidated reporting, professional investment teams and institutional controls in modern wealth management.
Industry-Relevant Skills You Will Master
• Understand family wealth from an integrated perspective covering investments, risk, liquidity, governance and long-term objectives • Evaluate portfolio allocation across traditional assets, alternative investments, real assets and private markets. • Understand how family offices use Investment Policy Statements, investment committees and structured approval processes. • Identify governance requirements and understand the roles of family members, investment professionals and external advisors. • Apply diversification, liquidity and risk considerations while evaluating family wealth portfolios. • Understand succession planning, next-generation participation and continuity of family wealth. • Use a structured approach to portfolio monitoring, MIS, reporting and investment decision-making.
Why This Certification Matters
Provides learners with a structured foundation in wealth management and family-office fundamentals rather than focusing only on individual investment products.
Develops practical understanding of asset allocation, portfolio diversification, governance, risk management and succession planning.
Builds knowledge of traditional investments as well as private equity, venture capital, private credit, AIFs, REITs, InvITs and other alternatives.
Helps learners understand how professional family offices use formal investment processes, governance frameworks and specialist teams.
Introduces the role of technology, consolidated reporting, MIS and institutional controls in managing complex family wealth.
Helps learners move from viewing wealth as a collection of investments to understanding it as a structured, multi-generational portfolio.
Supports readiness for roles in wealth management, private banking, investment advisory, family offices and HNI/UHNI relationship management.
Wealth Management and Family Office Fundamentals 3 Lessons 00:00:00
Family-Office-Handbook
1 Lessons
00:00:00 Hours
-
Family-Office-Handbook
.
The Indian Family Office Opportunity
1 Lessons
00:00:00 Hours
-
The Indian Family Office Opportunity
.
The-Family-Office-A-Comprehensive-Guide-to-Structure Purpose and Operation
1 Lessons
00:00:00 Hours
-
The Family Office A Comprehensive Guide to Structure, Purpose & Operation
.
Our alumni work at India's leading wealth institutions
CWM® charterholders serve in private banking, wealth advisory, financial planning, and portfolio roles across these organizations — part of a 300,000+ global alumni network.
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₹1
+ 18% GST
₹1.18 payable today
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