Align multi-generational family portfolios with the wider objectives of the business line rather than optimising it in isolation.
Managing Family Investment Portfolios Across Generations
A senior-level treatment of multi-generational family portfolios, focused on what changes outcomes.
📍 Tunis🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
The audit trail behind multi-generational family portfolios matters as much as the decision itself. In finance the difference between a healthy position on the wider financial and banking practice agenda and a dangerous one is often a single assumption. Plans for this strand of financial and banking practice often fail at the handover point between functions. Across sectors, teams that rehearse multi-generational family portfolios outperform teams that only plan it. The programme converts this area of financial and banking practice from an area of general awareness into a set of repeatable practices. The method assumes participants will be challenged on their handling of the financial and banking practice discipline and prepares them for it. The outcome is a practitioner who can hold a position on multi-generational family portfolios and revise it on evidence. The level assumes working familiarity with the business line but no prior formal training in this aspect of financial and banking practice. Work concludes with a self-assessment of the financial and banking practice capability that participants can repeat annually.
Expected Learning Outcomes
Review the contractual and legal exposure created by multi-generational family portfolios.
Assess the concentration risk building up inside multi-generational family portfolios.
Build the internal capability for multi-generational family portfolios rather than depending on external support indefinitely.
Reduce avoidable variation in how multi-generational family portfolios is carried out across teams.
Establish the segregation of duties required around multi-generational family portfolios.
Validate the assumptions inside any model supporting multi-generational family portfolios.
Who Should Attend
Risk managers assessing the exposure created by multi-generational family portfolios.
Relationship and product managers whose targets depend on multi-generational family portfolios.
Operations staff executing and settling multi-generational family portfolios.
Internal auditors reviewing the controls around multi-generational family portfolios.
Compliance and governance staff whose remit includes multi-generational family portfolios.
Regulatory reporting analysts covering multi-generational family portfolios.
Course Modules
Multi-generational family portfolios: the control framework and segregation of duties
2 sessions · 8 pointsSession 1Stress scenarios for multi-generational family portfolios that are plausible rather than convenient
- Identify single points of dependency in multi-generational family portfolios and reduce them.
- Test multi-generational family portfolios against a scenario the organisation would rather not model.
- Prepare the response for the most likely failure in multi-generational family portfolios.
- Establish the boundary of multi-generational family portfolios and record what sits outside it.
Session 2Keeping multi-generational family portfolios alive after the initial push
- Verify reconciliation and settlement controls covering multi-generational family portfolios.
- Confirm client due diligence standards applied to multi-generational family portfolios are current.
- Set early warning indicators for multi-generational family portfolios with defined action thresholds.
- Confirm that reporting on multi-generational family portfolios reaches the people who can act.
Multi-generational family portfolios: risk appetite, limits and policy
2 sessions · 8 pointsSession 1Comparing multi-generational family portfolios with recognised practice
- List the assumptions in any model supporting multi-generational family portfolios and when each was last challenged.
- Assess the capital consumed by multi-generational family portfolios under current and stressed conditions.
- Rehearse the briefing on multi-generational family portfolios that would follow an incident.
- Confirm segregation of duties across initiation, approval and settlement of multi-generational family portfolios.
Session 2Pricing multi-generational family portfolios for the risk actually taken
- Record the rationale for each significant choice made about multi-generational family portfolios.
- Assign responsibility for keeping documentation of multi-generational family portfolios current.
- Confirm reporting on multi-generational family portfolios reaches the committee that can act on it.
- Agree what will be standardised in multi-generational family portfolios and what will not.
Multi-generational family portfolios: regulatory obligation and supervisory expectation
2 sessions · 8 pointsSession 1The control on multi-generational family portfolios that looks strong and is not
- Build the internal briefing that explains multi-generational family portfolios to those affected.
- Design the exception process for multi-generational family portfolios and require a documented rationale.
- Confirm that those complying with multi-generational family portfolios understand why it exists.
- Define acceptance criteria for multi-generational family portfolios in advance.
Session 2The cost of multi-generational family portfolios and how to present it
- Agree who signs off multi-generational family portfolios and record that they did.
- Review the pricing of multi-generational family portfolios against the risk being assumed.
- Confirm regulatory reporting on multi-generational family portfolios is complete, timely and reconciled.
- Establish what evidence demonstrates multi-generational family portfolios is under control.
Multi-generational family portfolios: pricing, profitability and risk-adjusted return
2 sessions · 8 pointsSession 1What a supervisor will ask about multi-generational family portfolios, and in what order
- Write down the assumptions underpinning the approach to multi-generational family portfolios.
- Remove steps in multi-generational family portfolios that add effort without adding assurance.
- Set the review interval for multi-generational family portfolios and who attends.
- Check the accounting treatment applied to multi-generational family portfolios against current standards.
Session 2The early warning on multi-generational family portfolios that arrives in time
- Review concentration by counterparty, sector and geography inside multi-generational family portfolios.
- Record what was learned when multi-generational family portfolios did not go as planned.
- Prepare the evidence pack demonstrating multi-generational family portfolios operated as designed.
- Check the legal and contractual exposure created by multi-generational family portfolios.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.