Family Wealth Alliance to offer family office designation
The Family Wealth Alliance’s newly formed Alliance University will begin offering courses in September that will pave the way for a “family office relationship management” designation within three years.
The family office is the latest financial services business set to get its own designation.
The Family Wealth Alliance’s newly formed Alliance University will begin offering courses in September that will pave the way for a “family office relationship management” designation within three years.
“Our research shows that recruiting and developing specialized personnel such as relationship managers are among the top challenges of private single-family offices and commercial multifamily offices alike,” Thomas Livergood, chief executive of Family Wealth Alliance LLC, said in a statement. The firm is based in Wheaton, Ill.
“Until now, the industry has lacked a training and accreditation organization, so we have launched Alliance University to meet this important need,” Mr. Livergood said.
The program will be inaugurated by four initial educational sessions in the fourth quarter of 2009 and the first quarter of 2010.
Those sessions will be followed by a multidisciplinary program lasting approximately two years, according to the statement.
Fees for the program were not announced.
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