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Inflection Point Intelligence launches Henley Family Office Program


Inflection Point Intelligence(IPI), the global financial services education specialist, today announced the launch of its latest financial management programme. 

The Henley Family Office Program is uniquely designed to meet the training needs of the private banking and wealth management industries to empower executives to better service and build successful family offices, from set up through to management.

The new family office executive training program builds on IPI’s successful Henley Executive Hedge Fund Programme in collaboration with Henley Business School, which has become a globally recognised training and education resource for professionals seeking practical industry-specific training, knowledge and networking.

“We are excited to launch the new Henley Family Office Program, another milestone in line with our mission to make career-related education accessible around the globe. IPI can help fuel a new supply of talent for the booming wealth management industry and rising number of family offices worldwide,” says financial services industry veteran Anna Stephenson, Managing Director at Inflection Point Intelligence.

Key partners in the program include Henley Business School, one of the UK’s oldest business schools, ranked by the Financial Times as one of the global top 20 schools for Executive Education. The program also partners with high profile experts such as Withers Worldwide, KPMG, Carret Private Capital, Interactive Brokers, IQ-EQ and many more who offer students unrivalled combined wealth management experience.

“Working with the IPI team to help design the course, has enabled me to share my experience in building and managing one of Asia’s most successful multi-family offices with over USD2 billion in assets under management. As we train a new generation, I hope we can reduce the talent gap our industry is facing and deepen understanding of family office structures,” says Kenny Ho, Managing Partner and Founder, Carret Private. “Education geared to the needs of our specific sector is vital if we want to keep pace with the complex needs of family offices today.”

“The goal of our online Family Office Program is to provide practical financial knowledge and global networking opportunities to key players in the wealth management industry,” says Steve Bernstein, Co-Founder of Inflection Point Intelligence. “The players that make up this ecosystem include Private Banks, Law firms, Broker Dealers, Trust Administrators, Accounting firms, IT professionals and, of course, the Family Offices themselves. Educating client-facing employees by industry experts helps to insure they will not fall behind and can continue to provide best-in-class service.”

“Online education supports the needs of wealth centres around the world experiencing a shortage of talent”, says Stephenson. “The program is 100 per cent online, allowing participants to learn at their own pace. All lecturers are industry practitioners with many years of experience in the wealth management space.” 

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