FOWIM702 Family Office Portfolio Management (T/650/7675) Assignment Brief 2026

University	Qualifi Ltd
Subject	FOWIM702 Family Office Portfolio Management (T/650/7675)

FOWIM702 Assignment Brief

Qualification	Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management (610/2921/X)
Unit Reference Number	T/650/7675
Unit Code	FOWIM702
Unit Title	Family Office Portfolio Management
RQF Level :	7
Number of Credits	20
Total Qualification Time (TQT)	200 hours
Guided Learning Hours (GLH)	100 hours

Unit Aim

The aim of this unit is to provide learners with an understanding of the principles and practices of managing investment portfolios for high-net-worth individuals and families.

The unit aims to develop the learner’s knowledge and skills in understanding the unique needs and objectives of high-net-worth clients and families and understanding a range of investment strategies that meet their specific requirements.

Learning Outcomes and Assessment Criteria

Learning Outcomes

When awarded credit for this unit, a learner will:

Assessment Criteria

Assessment of this learning outcome will require a learner to demonstrate that they can:

1. Understand the evolution of family office, its objectives and different operating models.

1.1 Critically analyse the evolution of family office concept.

1.2 Explain the different objectives of family office and different operating models.

1.3 Discuss the changing role of the family office in the future.

2. Understand the factors that influence the “make” or “buy” decision, selection of advisors and role of technology in family office management.

2.1 Discuss the factors that influence the “make” or “buy” decision when establishing a family office, and how can a family office effectively weigh these factors.

2.2 Evaluate the advantages and disadvantages of a multiple family office versus a private bank for managing family wealth, and how a family office decides which is the best option .

2.3 Explain the factors for selecting advisors and managing advisor networks.

2.4. Explain the role of technology in cost management, risk management and asset protection.

3. Understand transition management and the techniques used to educate and train future family leaders.

3.1 Explain transition management and its effects on educating and training future family leaders.

3.2 Compare Intergenerational or multigenerational planning and establish the key difference and similarities.

4. Understand the theoretical backdrop for asset allocation and risks involved in portfolio management.

4.1 Analyse the theoretical backdrop for asset allocation, and how it relates to the modern practice of portfolio management.

4.2 Explain how risk and return interact in the context of asset allocation, and techniques for managing risk and generating returns across different asset classes.

4.3 Discuss the role of diversification in asset allocation, and how can diversification be used to manage correlation and reduce risk within a portfolio.

4.4 Analyse the risk in portfolio management and identify optimisation in the context of asset allocation.

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