ADGM Academy

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School of Wealth and Asset Management

Family Office Governance & Succession Planning

Schools School of Wealth and Asset Management Family Office Governance & Succession Planning

Programme Overview

This programme equips family office principals, advisors, and governance professionals with the frameworks and practical tools needed to build resilient governance structures, manage intergenerational wealth transitions, and align family values with institutional best practices. Designed for the MENA context, it draws on global case studies and regional regulatory insights to address the unique dynamics of family wealth in the Gulf region. 

Programme Benefits Programme Modules In-Person at ADGM Academy ADGM Academy Certificate of Completion Two Weeks (10 Days)
Programme Benefits
Build robust governance frameworks tailored to family office structures and regional dynamics.
Develop actionable succession plans that preserve wealth across multiple generations.
Navigate complex family dynamics using proven conflict resolution and alignment techniques.
Gain practical insights from real-world MENA and global family office case studies.
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Learning Modules

Foundations of Family Office Governance 

Explore the key governance models used by leading family offices globally. Learn to design family constitutions, establish advisory boards, and create decision-making frameworks that balance family values with professional management standards. 

Succession Planning & Wealth Transfer Strategies 

Master the legal, financial, and interpersonal dimensions of wealth transfer. Examine trust structures, estate planning tools, and tax-efficient strategies relevant to GCC jurisdictions, with a focus on ensuring continuity and minimising family disruption. 

Next-Generation Readiness & Leadership Development 

Prepare the next generation for stewardship roles through structured mentorship models, leadership assessments, and experiential learning. Address the challenges of engaging younger family members in governance and investment decision-making. 

Conflict Resolution & Family Alignment 

Learn facilitation techniques and mediation frameworks to manage family disputes and align diverse stakeholders. Study real-world cases of governance failures and successful resolution strategies from prominent family offices in the region.

Regulatory & Legal Frameworks for Family Offices 

Understand the regulatory landscape governing family offices in ADGM, DIFC, and broader GCC jurisdictions. Examine compliance requirements, reporting standards, and legal structures including foundations, trusts, and holding companies. 

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Family Office Investment Strategy & Alternative Assets

This comprehensive programme prepares family office investment professionals and principals to navigate the rapidly evolving alternative investment landscape.

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