{ "schema": "research-university.degree-blueprint/1.0", "status": "proposed—not open for enrollment", "title": "Bachelor of Science in Family Office and Private Wealth Management", "code": "BS-FOPWM", "institution": "VR University · The Research University", "version": "2026-10-21", "credits": 120, "duration": "Four years proposed · Eight semesters", "creditBasis": "Planning assumption: 45 total learning hours per proposed semester credit; 5,400 hours overall. A 15-credit, 15-week semester implies about 45 hours of total weekly study. Academic credit definitions remain subject to approval.", "distribution": [ { "key": "general", "label": "General education", "credits": 36 }, { "key": "business", "label": "Business foundations", "credits": 30 }, { "key": "major", "label": "Family office major", "credits": 30 }, { "key": "elective", "label": "Four distinct electives", "credits": 12 }, { "key": "experience", "label": "Research, practicum & capstone", "credits": 12 } ], "courses": [ { "code": "GE101", "title": "Academic Writing & Argument", "category": "general", "credits": 3, "prerequisites": [], "description": "Write evidence-based arguments with accurate attribution.", "assessment": "An argumentative essay with a documented revision record.", "outcomes": [ "Inquiry" ] }, { "code": "GE102", "title": "Research Writing & Information Literacy", "category": "general", "credits": 3, "prerequisites": [ "GE101" ], "description": "Evaluate source credibility, synthesize literature and distinguish evidence from inference.", "assessment": "An annotated review and source-verification log.", "outcomes": [ "Inquiry" ] }, { "code": "GE103", "title": "Quantitative Reasoning & Financial Mathematics", "category": "general", "credits": 3, "prerequisites": [], "description": "Use algebra, functions, compounding and discounting to represent financial questions.", "assessment": "A transparent time-value-of-money model and explanation.", "outcomes": [ "Inquiry" ] }, { "code": "GE104", "title": "Statistics & Uncertainty", "category": "general", "credits": 3, "prerequisites": [ "GE103" ], "description": "Interpret probability, sampling, estimation and uncertainty without overstating causality.", "assessment": "A reproducible statistical notebook using public or synthetic data.", "outcomes": [ "Inquiry" ] }, { "code": "GE105", "title": "Ethics & Moral Reasoning", "category": "general", "credits": 3, "prerequisites": [], "description": "Compare ethical frameworks and reason about duties, fairness and conflicts.", "assessment": "A structured ethical case analysis with competing arguments.", "outcomes": [ "Inquiry" ] }, { "code": "GE106", "title": "Communication, Dialogue & Public Speaking", "category": "general", "credits": 3, "prerequisites": [], "description": "Present complex ideas clearly, listen critically and facilitate disagreement.", "assessment": "A recorded presentation and moderated dialogue with reflection.", "outcomes": [ "Inclusive leadership", "Inquiry" ] }, { "code": "GE201", "title": "Global History of Wealth & Institutions", "category": "general", "credits": 3, "prerequisites": [], "description": "Examine how property, trade and institutions shape wealth across societies.", "assessment": "A comparative historical inquiry grounded in primary sources.", "outcomes": [ "Inquiry" ] }, { "code": "GE202", "title": "Psychology & Decision-Making", "category": "general", "credits": 3, "prerequisites": [], "description": "Evaluate individual and group decisions, bias and behavior in context.", "assessment": "A critical evidence review and decision-journal analysis.", "outcomes": [ "Inclusive leadership", "Inquiry" ] }, { "code": "GE203", "title": "Scientific Inquiry with Laboratory", "category": "general", "credits": 3, "prerequisites": [], "description": "Form hypotheses, collect observations and evaluate measurement uncertainty.", "assessment": "A supervised laboratory investigation and reproducible lab report.", "outcomes": [ "Inquiry" ] }, { "code": "GE204", "title": "Environmental Science & Sustainability", "category": "general", "credits": 3, "prerequisites": [], "description": "Analyze environmental systems, resource constraints and climate evidence.", "assessment": "A systems-based environmental case study with uncertainty notes.", "outcomes": [ "Inquiry" ] }, { "code": "GE205", "title": "Civic Institutions & Public Policy", "category": "general", "credits": 3, "prerequisites": [], "description": "Examine public institutions, accountability and policy trade-offs.", "assessment": "A policy brief comparing alternatives and affected communities.", "outcomes": [ "Inquiry" ] }, { "code": "GE206", "title": "Arts, Culture & Human Meaning", "category": "general", "credits": 3, "prerequisites": [], "description": "Interpret cultural expression and reflect on value beyond financial measures.", "assessment": "A critical cultural analysis and reflective portfolio.", "outcomes": [ "Inquiry" ] }, { "code": "BUS101", "title": "Microeconomics", "category": "business", "credits": 3, "prerequisites": [], "description": "Explain incentives, markets, competition and market failures.", "assessment": "An applied economic analysis of an industry or market.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "BUS102", "title": "Macroeconomics & Global Markets", "category": "business", "credits": 3, "prerequisites": [ "BUS101" ], "description": "Interpret growth, inflation, monetary systems and macroeconomic uncertainty.", "assessment": "A scenario brief distinguishing data, forecasts and assumptions.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "BUS103", "title": "Financial Accounting", "category": "business", "credits": 3, "prerequisites": [], "description": "Read financial statements and reconcile transactions to reported results.", "assessment": "A statement-analysis workbook and reconciliation exercise.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "BUS104", "title": "Managerial Accounting", "category": "business", "credits": 3, "prerequisites": [ "BUS103" ], "description": "Evaluate costs, budgets and performance measures for operational decisions.", "assessment": "A budget, variance analysis and management recommendation.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "BUS201", "title": "Business Law & Institutional Accountability", "category": "business", "credits": 3, "prerequisites": [], "description": "Identify legal issues in organizations and recognize when qualified advice is required.", "assessment": "An issue-spotting memorandum with jurisdiction and source checks.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "BUS202", "title": "Corporate Finance", "category": "business", "credits": 3, "prerequisites": [ "BUS103", "GE103" ], "description": "Evaluate capital budgeting, financing choices and valuation assumptions.", "assessment": "A valuation model with a sensitivity analysis.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "BUS203", "title": "Business Data Analysis", "category": "business", "credits": 3, "prerequisites": [ "GE104" ], "description": "Prepare data, evaluate models and communicate analytical limitations.", "assessment": "A reproducible data pipeline and decision-focused report.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "BUS204", "title": "Organizations & Management", "category": "business", "credits": 3, "prerequisites": [], "description": "Analyze organizational design, incentives, teams and accountability.", "assessment": "An organizational diagnosis and proposed evaluation plan.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "BUS205", "title": "Operations & Digital Systems", "category": "business", "credits": 3, "prerequisites": [], "description": "Map workflows, access controls, service quality and system dependencies.", "assessment": "A process map, control test and operating dashboard.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "BUS206", "title": "Strategy & Entrepreneurship", "category": "business", "credits": 3, "prerequisites": [ "BUS202", "BUS204" ], "description": "Evaluate business models, competitive claims and implementation constraints.", "assessment": "A strategy case with explicit alternatives and measurable milestones.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "FW201", "title": "Introduction to Family Offices & Private Wealth", "category": "major", "credits": 3, "prerequisites": [], "description": "Compare family-office models and the roles of owners, staff and external specialists.", "assessment": "A service map, stakeholder analysis and role-boundary charter.", "outcomes": [ "Governance", "Operations", "Professional judgment" ] }, { "code": "FW202", "title": "Professional Ethics & Regulatory Literacy", "category": "major", "credits": 3, "prerequisites": [ "BUS201", "GE105" ], "description": "Recognize conflicts, confidentiality duties and regulated activities requiring specialist review.", "assessment": "A conflicts register and ethical escalation simulation.", "outcomes": [ "Governance", "Operations", "Professional judgment" ] }, { "code": "FW301", "title": "Investments & Portfolio Foundations", "category": "major", "credits": 3, "prerequisites": [ "BUS202", "GE104" ], "description": "Analyze diversification, fees, risk, liquidity and portfolio objectives.", "assessment": "A synthetic investment policy and downside scenario analysis.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "FW302", "title": "Family Governance & Succession", "category": "major", "credits": 3, "prerequisites": [ "FW201", "BUS204" ], "description": "Connect family councils, ownership rights, succession and professional management.", "assessment": "A governance charter and succession case analysis.", "outcomes": [ "Governance", "Inclusive leadership" ] }, { "code": "FW303", "title": "Financial Planning & Tax Coordination", "category": "major", "credits": 3, "prerequisites": [ "BUS103", "FW202" ], "description": "Map cash needs, protection, retirement and wealth-transfer questions for qualified advisors.", "assessment": "A fictional household planning brief and advisor question register.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "FW304", "title": "Private Markets & Due Diligence", "category": "major", "credits": 3, "prerequisites": [ "FW301" ], "description": "Differentiate business, investment and operational diligence; assess incentives and illiquidity.", "assessment": "A manager comparison and investment-committee memorandum.", "outcomes": [ "Quantitative analysis", "Professional judgment" ] }, { "code": "FW305", "title": "Treasury, Reporting & Internal Controls", "category": "major", "credits": 3, "prerequisites": [ "BUS104", "BUS205" ], "description": "Design reporting and cash controls across entities and service providers.", "assessment": "A consolidated reporting pack and tested payment-control workflow.", "outcomes": [ "Governance", "Operations", "Professional judgment" ] }, { "code": "FW306", "title": "Women in Wealth & Inclusive Leadership", "category": "major", "credits": 3, "prerequisites": [ "GE202", "FW302" ], "description": "Critically evaluate evidence on leadership, succession, board authority and access to capital.", "assessment": "An evidence-linked inclusion audit and evaluation plan.", "outcomes": [ "Inclusive leadership", "Inquiry" ] }, { "code": "FW401", "title": "Technology, AI & Cybersecurity for Wealth", "category": "major", "credits": 3, "prerequisites": [ "BUS203", "BUS205" ], "description": "Assess data risks, AI limitations, human approval boundaries and operational resilience.", "assessment": "An AI-use register and synthetic-data cyber incident exercise.", "outcomes": [ "Operations", "Professional judgment" ] }, { "code": "FW402", "title": "Philanthropy, Impact & Stewardship", "category": "major", "credits": 3, "prerequisites": [ "FW301", "FW302" ], "description": "Connect mission, grantmaking, investment policy and credible impact evaluation.", "assessment": "A philanthropic strategy with an evidence and accountability framework.", "outcomes": [ "Governance", "Inquiry" ] }, { "code": "FW290", "title": "Research Design & Ethics Laboratory", "category": "experience", "credits": 3, "prerequisites": [ "GE102", "GE104" ], "description": "Formulate a feasible question and choose an ethical qualitative or quantitative method.", "assessment": "A study protocol, data-management plan and pilot analysis.", "outcomes": [ "Inquiry", "Quantitative analysis", "Governance", "Professional judgment", "Inclusive leadership", "Operations" ] }, { "code": "FW390", "title": "Supervised Family Office Practicum", "category": "experience", "credits": 3, "prerequisites": [ "FW202", "FW301" ], "description": "Apply professional knowledge within supervised boundaries and assess workplace evidence.", "assessment": "A faculty-assessed portfolio, supervisor feedback and reflective defense; an equivalent supervised simulation is available.", "outcomes": [ "Inquiry", "Quantitative analysis", "Governance", "Professional judgment", "Inclusive leadership", "Operations" ] }, { "code": "FW491", "title": "Capstone I: Question, Evidence & Design", "category": "experience", "credits": 3, "prerequisites": [ "FW290", "FW304", "FW305" ], "description": "Develop a defensible research question and integrated family-office case design.", "assessment": "A literature synthesis, approved protocol and prototype operating model.", "outcomes": [ "Inquiry", "Quantitative analysis", "Governance", "Professional judgment", "Inclusive leadership", "Operations" ] }, { "code": "FW492", "title": "Capstone II: Analysis, Application & Defense", "category": "experience", "credits": 3, "prerequisites": [ "FW491" ], "description": "Integrate analysis, operational design and ethical judgment in a defensible final project.", "assessment": "An original manuscript, operating portfolio, reproducibility record and oral defense.", "outcomes": [ "Inquiry", "Quantitative analysis", "Governance", "Professional judgment", "Inclusive leadership", "Operations" ] }, { "code": "FW411", "title": "Real Estate & Infrastructure Analysis", "category": "elective", "credits": 3, "prerequisites": [ "FW301" ], "description": "Assess cash flows, maintenance, concentration and long-term asset risk.", "assessment": "A real-asset case with a downside model.", "outcomes": [ "Inquiry", "Quantitative analysis" ] }, { "code": "FW412", "title": "Entrepreneurship & Venture Capital", "category": "elective", "credits": 3, "prerequisites": [ "FW304" ], "description": "Evaluate startup milestones, financing incentives and technical uncertainty.", "assessment": "A stage-gated venture diligence memorandum.", "outcomes": [ "Inquiry", "Quantitative analysis" ] }, { "code": "FW413", "title": "Cross-Border Wealth & Global Institutions", "category": "elective", "credits": 3, "prerequisites": [ "FW202", "BUS102" ], "description": "Map cross-border institutional and regulatory questions without substituting for professional advice.", "assessment": "A comparative jurisdiction research brief and specialist referral map.", "outcomes": [ "Inquiry", "Quantitative analysis" ] }, { "code": "FW414", "title": "Behavioral Finance & Negotiation", "category": "elective", "credits": 3, "prerequisites": [ "GE202", "FW301" ], "description": "Examine behavioral evidence and practice negotiation under uncertainty.", "assessment": "A negotiation simulation and decision-process audit.", "outcomes": [ "Inquiry", "Quantitative analysis" ] }, { "code": "FW415", "title": "Family Enterprise & Ownership Strategy", "category": "elective", "credits": 3, "prerequisites": [ "FW302", "BUS206" ], "description": "Compare ownership continuity, governance and enterprise strategy.", "assessment": "An ownership-transition case with alternatives and stakeholder consequences.", "outcomes": [ "Inquiry", "Quantitative analysis" ] }, { "code": "FW416", "title": "Advanced Research & Public-Interest Finance", "category": "elective", "credits": 3, "prerequisites": [ "FW290", "GE205" ], "description": "Develop reproducible research on finance and social outcomes.", "assessment": "A replication or secondary-data study with a transparent limitations statement.", "outcomes": [ "Inquiry", "Quantitative analysis" ] } ], "terms": [ [ "GE101", "GE103", "GE105", "BUS101", "BUS103" ], [ "GE102", "GE104", "GE106", "BUS102", "BUS104" ], [ "GE201", "GE202", "BUS201", "BUS202", "FW201" ], [ "GE203", "GE204", "BUS203", "BUS204", "FW202" ], [ "GE205", "BUS205", "FW301", "FW302", "FW290" ], [ "GE206", "BUS206", "FW303", "FW304", "FW305" ], [ "FW306", "FW401", "FW390", "FW491", "Elective 1" ], [ "FW402", "FW492", "Elective 2", "Elective 3", "Elective 4" ] ], "outcomes": { "Inquiry": "Evaluate sources, formulate a feasible question and communicate a defensible conclusion.", "Quantitative analysis": "Interpret financial statements, build transparent models and explain uncertainty.", "Governance": "Map decision rights, ownership, succession and accountability.", "Professional judgment": "Identify ethical conflicts, confidentiality risks and limits of professional competence.", "Inclusive leadership": "Work across generations and perspectives using evidence, dialogue and fair decision processes.", "Operations": "Design and test reporting, treasury, data and technology controls." }, "progression": { "targetCode": "MS-FOPWM", "targetPath": "/university/programs/family-office-private-wealth", "graduateCredits": 36, "combinedCredits": 156, "minimumOverallGpa": 3.0, "minimumMajorGpa": 3.25, "minimumResearchAndCapstoneGrade": "B", "advisingCreditMilestone": 60, "readinessReviewCreditMilestone": 90, "admissionGuaranteed": false, "doubleCountedCredits": 0, "requirements": [ "Complete the approved 120-credit bachelor’s degree before master’s enrollment.", "Meet proposed minimum GPAs of 3.0 overall and 3.25 in the major.", "Earn B or better in research methods and both capstone courses.", "Submit the research portfolio, statement of purpose and two references; complete a faculty readiness interview.", "Meet the master’s current admissions requirements, including any diagnostic-based bridge work.", "Receive a separate graduate admissions decision after both programs are authorized." ], "notice": "An advising and readiness pathway, not guaranteed admission. No undergraduate course automatically earns graduate credit or reduces the 36-credit master’s requirement. Any future accelerated option requires a separately approved articulation agreement." }, "enrollmentOpen": false, "tuitionApproved": false, "degreeAuthorityVerified": false, "accreditationClaim": null, "preliminaryApplicationOpen": true, "preliminaryApplicationPath": "/university/apply/family-office?program=bs", "preliminaryApplicationNotice": "Preliminary applications only. Submission is not admission or degree enrollment. No payment is collected; degree approval, terms and launch remain unverified." }