WHO IS THIS PROGRAM DESIGNED FOR?
Members of families in business who:
- Are considering or are in the process of setting up a Family office and are determined to do so in a way that ensures the preservation of their entrepreneurial legacy.
- Want to (re)design the strategy and purpose of their existing Family Office through active wealth management strategies.
- Are looking to diversify the family wealth , stay ahead of market developments, and integrate innovative approaches into their wealth management practices
We recommend the attendance of multiple family members, especially from different generations, to foster intergenerational communication.
This course is not intended for external (nonfamily) Family Office professionals. However, they may attend the course accompanied by a family member if both parties agree.
FREQUENTLY ASKED QUESTIONS
Who is the Entrepreneurial Family Office Program designed for?
The program is tailored for family office executives, wealth managers, family business members, and professionals who are involved in managing family assets and investments.
What is the profile of past participants of the Entrepreneurial Family Office Program?
Past participants typically include senior executives and professionals from family offices, private banks, investment firms, and family-owned businesses.
What prior skills or knowledge are required for the Entrepreneurial Family Office Program?
Participants should have a background in finance, investment management, or a related field. Experience in managing family wealth or working within a family office is beneficial.
What are the main topics covered in the Entrepreneurial Family Office Program?
The program covers topics such as strategic planning for family offices, investment management, governance structures, risk management, and the integration of entrepreneurial ventures within the family office.