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School of Wealth and Asset Management

Family Office Investment Strategy & Alternative Assets

Schools School of Wealth and Asset Management Family Office Investment Strategy & Alternative Assets

Programme Overview

This comprehensive programme prepares family office investment professionals and principals to navigate the rapidly evolving alternative investment landscape. Covering private equity, private credit, real estate, infrastructure, and venture capital, it combines strategic frameworks with practical deal evaluation skills tailored to the needs of institutional family offices in the GCC and beyond. 

Programme Benefits Programme Modules Hybrid Learning Programme (In-Person at ADGM Academy & Virtual Sessions) ADGM Academy Certificate of Completion Four Weeks (Blended Format)
Programme Benefits
Develop a structured approach to alternative asset allocation aligned with family office goals.
Evaluate private equity, credit, and real estate opportunities using institutional-grade frameworks.
Build co-investment and direct deal sourcing capabilities for enhanced portfolio returns.
Access insights from regional and global practitioners managing multi-billion-dollar family portfolios.
WHO IS THIS PROGRAMME FOR?

Family office CIOs, investment directors, portfolio managers, and principals responsible for strategic asset allocation and alternative investment decisions across private markets. 

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Learning Modules

Strategic Asset Allocation for Family Offices 

Examine how leading family offices construct portfolios that balance growth, income, and preservation objectives. Study liability-driven frameworks, liquidity management, and the role of alternatives in achieving long-term intergenerational wealth targets. 

Private Equity & Venture Capital 

Develop skills in evaluating PE and VC opportunities from fund selection to co-investment and direct deals. Analyse GP selection criteria, due diligence frameworks, fee structures, and portfolio monitoring approaches used by sophisticated institutional investors. 

Private Credit & Fixed Income Alternatives 

Explore the rapidly growing private credit landscape including direct lending, mezzanine finance, and special situations. Learn to assess credit risk, structure deals, and build diversified lending portfolios suited to family office risk-return profiles. 

Real Estate & Infrastructure Investing 

Master the fundamentals of real estate and infrastructure investment from both direct and fund perspectives. Cover valuation methodologies, deal structuring, operational management, and the growing role of sustainability criteria in asset selection. 

Co-Investment, Deal Sourcing & Due Diligence 

Build practical capabilities in sourcing, evaluating, and executing co-investment opportunities alongside established GPs. Develop due diligence checklists, negotiation frameworks, and post-investment monitoring systems tailored to lean family office teams. 

Portfolio Integration & Performance Reporting 

Learn to consolidate alternative and traditional holdings into a unified portfolio view. Cover performance attribution, benchmarking against peers, NAV reporting for illiquid assets, and building dashboards that communicate clearly to family stakeholders. 

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