FOX E-LEARNING COURSE

Family Office Staff Training: Essential Learning for Professionals

Course Length: 4 Modules  |  Video: 1 hr 40 min  |  Application: 2 hrs

STANDARD PRICING
$1,200.00 Full Course / 1-Year License Full Course
MEMBER PRICING
$950.00 Full Course / 1-Year License Full Course
Access Course

COURSE AT A GLANCE

Family offices are unique environments that require a service-oriented mindset, heightened emotional intelligence, and nuanced, creative, and customized solutions. Designed to build your competence, expertise, and qualitative skills to excel, this course covers the value of a family office, 10 foundational principles of professionalism, practical communication techniques, how to build and sustain trust, and common family systems and patterns.

Throughout the course, apply the concepts you learn by navigating common scenarios and complex family dynamics faced by family office professionals. Leave with practical tactics to enhance interpersonal, communication, active listening, and conflict resolution skills–all critical for maintaining strong relationships with family owners and members.

INTENDED AUDIENCE

This program is designed for professionals who are new to the family office environment and wish to enhance their confidence and skills as they embark on this rewarding career path. Family offices will benefit by offering the course to all staff to create a shared language and skill set, which promotes greater trust and effective problem-solving.

COURSE INCLUDES

This course is comprised of four modules, additional resources, and practical tools covering the following topics.

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Module 1: Family Office Basics
25 min Video | 1 hr 10 min
Reading & Application
   

Learn foundational content to help you understand the family office space, its history, and different types of family offices through key research that underscores their value. A significant focus will be on the concept of the family as the client, which has fundamentally shaped the family office service model, setting it apart from other financial institutions. Finally, it covers the unique dynamics between office and family cultures. This overview will give you a foundational understanding of the family office landscape and the professional environment in which family office employees operate.

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Module 2: Professionalism in the Family Office
27 min Video | 20 min
Reading & Application
   

Examine important elements of professionalism within the family office environment. This is paramount for family office employees who manage the intricate financial, legal, and personal matters of high-net-worth families. Maintaining professionalism helps build and sustain the trust essential for effective long-term relationships with family clients. It signals the staff's competence, reliability, and commitment to protecting the family's interests. You will discover the significance of establishing clear protocols, maintaining attention to detail, and adhering to ethical decision-making practices, all of which are vital for the efficient and secure management of the family's wealth and affairs.

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Module 3: Building Trust and Credibility
8 min Video | 10 min
Reading & Application
   

Learn practical behaviors to build trust and credibility with the office team and family based on the work of Stephen M.R. Covey. Key elements like timeliness, accountability, and adaptability are critical to your professional journey in a family office. You will also learn a comprehensive strategy for service recovery. Your role requires a high degree of objectivity, and understanding these professional skills can help you navigate your new role more effectively.

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Module 4: Family Systems and Dynamics
40 min Video | 20 min
Reading & Application
   

Develop a foundational understanding of family dynamics by learning family systems theory and basic family patterns and models, particularly as they relate to generational wealth transitions. Learn to recognize generational differences and develop strategies for adaptable responses, as well as strategies for establishing healthy boundaries.  Conduct a family tree mapping exercise in order to apply the concepts to the family you serve.

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FULL COURSE:
Family Office Staff Training Full Course
1 hrs 40 min Video | 2 hrs
Application
Standard $1,200.00 Member $950.00 Access Course

Designed to build your expertise and qualitative skills to excel, this course covers the value of a family office, 10 foundational principles of professionalism, practical communication techniques, building trust, and common family patterns.

Additional Course Information

Complete the course to earn a certificate of completion validating your understanding family offices, professionalism, building trust, and family systems and dynamics.

Take the course as a group to develop shared knowledge and translate your learning into application. Contact FOX to inquire about group discounts. 

Attendees will learn the following:

  • Define the key roles and value of a family office.
  • Identify where the family office fits within the broader enterprise family ecosystem.
  • Examine 10 foundational principles of professionalism in a family office.
  • Recognize practical communication tools to increase effectiveness with client family members and team.
  • Examine the meaning of trust and 13 behaviors that build and sustain it according to Stephen M.R. Covey.
  • Distinguish common family dynamics related to multi-generational families and tactics for navigating them.

Mindy Kalinowski Earley, CMP, CFBA | Chief Learning Officer​, FOX

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she fosters integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs the FOX Rising Gen program and serves as an outsourced Chief Learning Office to FOX members. Mindy is inspired by helping people learn, grow, and discover how they will make personal and productive contributions, using their strengths and talents.​

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks supporting human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Strong Interest Inventory facilitator with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of family enterprise and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction. She has been featured in the New York Times, Family Business Magazine, and Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Rockford, MI, with her husband, daughter, and Bernedoodle.​

Jeff Strese​ | Family Learning & Leadership Consultant​, FOX

Jeff Strese is the Family Learning & Leadership Consultant at Family Office Exchange (FOX). As a consultant, Jeff has focused on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics. He holds certifications in family wealth and family business advising (CFWA, CFBA).​

Jeff is passionate about helping family businesses and organizations create clarity out of the complex and inspiring leaders from all backgrounds to develop and master critical skills like coaching, communication and emotional intelligence. He has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy.​

Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families across the country. Prior to his role at Tolleson, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU).

After purchasing the full course or individual modules, you will get an email with a link to the course and a unique access code.

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