Family Office Design

Course Length: 8 Modules  |  Video: 2 hrs 42 min  |  Application: 6 hrs

$2,400.00 Full Course / 1-Year License Full Course
Or $420 / individual module.

$1,900.00 Full Course / 1-Year License Full Course
Or $350 / individual module.
Access Course


The Family Office Design e-learning course provides the opportunity to experience FOX’s Family Office Design Workshop in an e-learning format. The course covers the principles of a well-run family office and provides tools and techniques to professionalize the office. Learn the basics or get a refresher on how to improve operations and take your office, or the one you are planning, to the next level. With over 30 years of collective intelligence, FOX shares best practices regarding what steps to take, when to take them, and how to avoid costly mistakes and setbacks.

The course includes FOX proprietary concepts and practical solutions while incorporating data from our family office benchmarking survey. The course will be interactive, including video presentations, case studies, knowledge checks, and applied learning.


Ideal for new family office executives, family members considering starting a family office, or individuals looking to improve operations of an early-stage family office.


We offer two ways to access the course content. Reap the full benefits by taking the complete course or purchase individuals modules addressing your most urgent needs.

Module 1: Family Office Goals and Roles
28 min Video | 50 min
Reading & Application
$420.00 $350.00

Defines and introduces building blocks and sophisticated concepts behind family offices including reasons to form and maintain an office, various types, evolution, functions and purpose, and other attributes of offices. The office’s central role as risk manager and other roles are introduced.

Module 2: Scope of Services and Service Delivery
27 min Video | 30 min
$420.00 $350.00

Sets forth the universe of services provided by family offices and how they are delivered in a customized and integrated manner to meet the technical requirements of managing a family’s wealth, enhance family meetings, and educate the next generation, among other benefits.

Module 3: Organization and Team Structure
21 min Video | 1 hr 30 min
Reading & Application
$420.00 $350.00

Introduces the notion that the values and integrity of the family office staff has the greatest impact on the office’s success. This session examines the roles and responsibilities of staff members, organizational structures, mapping of key skills to services, coordination and oversight of third-party advisors, and compensation.

Module 4: Tech to Support the Family Office
22 min Video | 40 min
Reading & Application
$420.00 $350.00

The technology of the Family Office is a direct reflection of the family goals, office roles, and scope of services. This session will focus on the architecture of technology that integrates the core aspects of the office and how the overall hub to technology is the family itself.

Module 5: Complexity and Cost
25 min Video | 1 hr 30 min
Reading & Application
$420.00 $350.00

Family offices have a wide range of costs and the important relationship between cost, breadth of service, and complexity will be explored. A review of the FOX Complexity Profiles and its impact on the total cost of wealth management will also be examined.

Module 6: Ownership and Governance
26 min Video | 1 hr
Reading & Application
$450.00 $350.00

Provides an understanding of family office board structures and functions as well as decision-making processes in family offices, with reference to mission, leadership, and succession. Benefits of governance and appropriate degrees of formality are addressed.

Family Office Design M6
2 hrs 29 min Video | 6 hrs
$2,400.00 $1,900.00 Access Course

Full course includes all six modules plus Module 7: Case Study and Action Steps and Module 8: Initial Design for Your Office, a 30-minute call with a FOX subject matter expert, and a digital badge.

Additional Course Information

Purchase the full course to earn a digital badge, access additional content and save $120 or $200 as a FOX member. Full course includes all six modules plus Module 7: Case Study and Action Steps and Module 8: Initial Design for Your Office, and a 30-minute call with a FOX subject matter expert.

Attendees will learn the following:

  • Understand the critical dimensions of a family office
  • Review the range of services that can be provided
  • Explore the talent and team structure needed to run an office
  • Gain insights into operational challenges and technology solutions
  • Learn about the cost of running an office
  • Identify methods for oversight

Gabrielle (Gaby) Griffin | Managing Director, Council Memberships

Gaby Griffin the Managing Director of Council Memberships at Family Office Exchange (FOX). In her role, Gaby leads the overall Family Office Council experience and manages multiple councils. She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential environment. No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information to help make informed decisions. Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades. She also serves as a member of the FOX leadership team.

Gaby brings 25 years of wealth management, corporate, investment, and strategic advisory experience to FOX and its members. Gaby joined FOX from Capital Group Private Client Services. Prior to that, she held leadership positions at LaSalle Bank NA advising business owners, their families and family offices, as well as working directly with ultra-high net worth clients as a relationship manager for Abbot Downing. Gaby has been involved with the FOX community for over 20 years.

Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison. She obtained a Certified Private Wealth Advisor (CPWA®) designation at the University of Chicago Booth School of Business in 2013. Gaby is a member of the Chicago Estate Planning Council (CEPC). Ms. Griffin served on the Board of Trustees and Executive Board for Victory Gardens Theater from 2012-2020. Additionally, she has held several other positions in the non-profit sector and other professional organizations over her career.

Kent Lawson | CTO and Director of Technology Integration Services

Kent Lawson is Chief Technology Officer at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace.

Prior to joining FOX, Kent had an established relationship with FOX as a market leader and as a member. Through his previous role with an enterprise family office and as a contributor to FOX forums, Kent brings over a decade of experience serving at the executive level within a single family office. His expertise in wealth management spans a variety of disciplines, including investment operations, technology, and compliance via working with RIAs, the SEC, and Global Investment Performance Standards (GIPS). He also served as a business analyst and consultant for Advent Software, as COO of a trust company, and other technology solution vendors. Kent also founded an outsource COO firm in the wealth management industry providing strategic leadership as a trusted advisor.

With a degree in Music Performance from Ball State University, Kent spent his early years performing as a jazz saxophonist and married another musician, which led him to his “day job” within the wealth industry as a part-time file clerk with an RIA. His background in creativity and thinking outside the box provided the foundation needed for designing innovative solutions in business process and technology making him perfectly suited for the family office industry.

Miguel López de Silanes Gómez | Market Leader, International

Miguel López de Silanes Gómez is the international market leader at the Family Office Exchange (FOX). He is responsible for delivering FOX services to current members, and actively works to expand the network in Europe and Latin America. His base is in Madrid, but he spends half of his time in Latin America.

Miguel has most recently been director of the family office for one of Europe’s leading real estate families, with specific responsibility for designing and implementing the family’s investment strategy and for providing owner education to the younger family members.

Previously, he worked at UBS Wealth Management in New York, Chile, and other locations in Latin America. He began his career at Bain & Company as an Associate Consultant in London and Madrid. He has an M.B.A. from Harvard Business School and a B.A. in Economics from Universidad Pontificia Comillas (ICADE) in Madrid.

Scott Winget | Former Enterprise Market Leader

Scott Winget served as the Enterprise Market Leader at Family Office Exchange (FOX) May 2020 through February 2023. In his role, Scott served as Co-Chair for Enterprise Councils and Executive Councils, where members share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also served as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He was a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participated in new research and thought leadership meaningful to members.

Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brought significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years.

Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.

After purchasing the full course or individual modules, you will get an email with a link to the course and a unique access code.

Note: When purchasing multiple modules, you will get a separate email for each module purchased.

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