Certified Family Office Manager (CFOM)
70% of family firms fail into the 2nd generation, and 90% by the 3rd. The CFOM executive programme equips leaders to manage family wealth effectively, establish governance, and sustain competitive advantage across generations.
Sustaining Family Wealth & Generational Legacy
Family-controlled firms make up a large share of the global economy, yet most struggle with continuity—70% do not survive into the second generation, and 90% fail by the third. Challenges such as inadequate estate planning, misaligned values between generations, and family conflicts often hinder sustainable wealth transfer.
The Certified Family Office Manager (CFOM) executive programme is designed to equip participants with knowledge, frameworks, and leadership skills to manage family wealth effectively, establish governance structures, and sustain competitive advantage across generations.
"True wealth preservation transcends financial capital—it preserves vision."
Programme Structure & Curriculum
An intensive executive path focused on family office evolution, wealth system creation, and succession planning.
Understanding the Family Office & Evolution
Structuring single- and multi-family offices, ownership systems, and global wealth governance models.
Balancing Family and Business Goals
Aligning corporate strategy with family values, governance rules, and inter-generational priorities.
Evolution of Family Offices
Family Dynamics and Conflict Management
Navigating family business relationships, resolving inter-generational conflicts, and preserving culture.
Succession Planning and Continuity
Designing estate plans, wealth transfer protocols, and leadership succession frameworks.
Family Office Management (FOM) Capstone Framework
Participants design a full Family Office Management framework integrating succession plans, governance rules, and wealth preservation systems for their family enterprise.
Establishing Family Culture and Values
Governance and Ownership Structure
Wealth System Creation
Final Assessment
Programme Outcomes
Upon completion of the CFOM programme, participants will be able to:
Family Office Architecture
Structure single- and multi-family office entities and governance frameworks.
Succession & Continuity
Establish multi-generational succession and estate planning strategies.
Conflict Resolution
Manage family dynamics and resolve conflict between family members and business goals.
Culture & Value Alignment
Embed family culture, mission, and legacy across generations.
Wealth System Creation
Build integrated wealth management systems encompassing financial, human, and intellectual capital.
Learning & Assessments
Interactive Workshops
Engage in peer-to-peer discussions, family business simulations, and workshops.
Family Office Case Studies
Analyze global family business case studies to benchmark governance best practices.
Expert Advisory Coaching
Receive step-by-step guidance and feedback from Swiss private wealth managers and family trustees.
Final Assessment
Participants develop a Family Office Management (FOM) framework, establishing continuity strategies, governance charters, and multi-generational wealth preservation models.
Grants the official Certified Family Office Manager (CFOM) designation.
Who Should Attend
- → Individuals with at least 3 years of practical experience in wealth management or financial planning
- → Participants should have foundational knowledge in finance and capital markets
Minimum Requirements
At least 3 years of experience in wealth management, financial planning, or family business governance.
Foundational knowledge of finance and capital markets.
Preserve Family Wealth Across Generations
View the full program syllabus as well as details on faculty, guest speakers and key learner benefits.
SIMS Campus 1
Baarerstrasse 71, 6300 Zug, Switzerland
SIMS Campus 2
Chamerstrasse 174, 6300 Zug, Switzerland
Direct Line
+41 76 702 23 97Mon - Fri, 8:00 - 18:00 CET
