Family Wealth Governance & Councils
Family charters, councils, and the business of family.
The executive challenge
The problem this program solves
Fintech partnerships in family wealth governance are signed faster than they are governed, and each one brings value and risk in the same signature. A mispriced family wealth governance decision does not show up in one quarter; it shows up in your cost of funding for the next five years. The programme teaches the operator's craft in family wealth governance: reading capital, liquidity and unit economics so the next decision is yours, not your vendor's.
Context
Why this matters now
Capability
What you will be able to do
- Diagnose where your institution creates — and destroys — value in family wealth governance across the balance sheet.
- Stress-test family wealth governance strategy against rate, FX and credit scenarios before the board or the supervisor does.
- Anticipate the regulatory trajectory of family wealth governance before it is written into rulebooks.
- Structure family wealth governance products, pricing and partnerships that survive regulatory and competitive stress.
The IPAT Course Standard
The five-day journey
Each day is a deliberate progression in managerial capability — from strategic context, to analytical frameworks, to applied practice, to executive judgement under pressure, to a capstone that produces something your organisation keeps.
IPAT Signature Case™
Deposits Leave at the Speed of a Rumour
A viral post questions a mobile-money platform’s solvency. The institution is sound, but its deposit base is concentrated and its app is the third-slowest in the market. By morning, the interbank line has tightened.
Your decision: Set the 72-hour posture — liquidity, communication and regulator engagement — with incomplete information about how far the run goes.
IPAT Data Lab™
A a development finance institution cannot see where its book is quietly deteriorating.
Dataset: Synthetic loan-book panel for a development finance institution: 80,000 facilities across segments with vintage and behaviour data.
Your task: Segment the portfolio, find concentration and deterioration, and design the repricing and workout response.
A portfolio decision pack presented to the faculty credit committee.
Data → Analysis → Decision, not Data → Code → Certificate
Day 5 · The Capstone
What will you change when you return to work?
Produce a digital finance transformation strategy for your institution: where to play, what to own, which partnerships, and the regulatory posture required.
Methodology
Frameworks you will master
- • IPAT Decision Intelligence Framework™
- • IPAT Transformation Architecture™
- • Value-chain decomposition
- • Risk-adjusted performance measurement (RAROC)
- • Basel-aligned capital and liquidity concepts
Cohorts
Upcoming cohorts
New dates are being scheduled
Register with your preferred start date and our admissions team will match you to the next available cohort — or contact us to arrange an in-house delivery for your organisation.
Register your interestExplore further
Related programmes
Learners of Family Wealth Governance & Councils frequently pair it with these offerings from the same divisions.
