Entrepreneurial Family Office Program

This program is designed exclusively for members of business families, not for external advisors or wealth managers*. It is for the families themselves, at pivotal moments in their relationship with wealth.

This program is especially relevant for families that:

• Are concerned about how to manage wealth independently of their family firm and want to approach that question with real strategic rigor.
• Have experienced a liquidity event and are now focused on structuring and managing family wealth with the intentionality and long-term vision the moment demands.
• Are considering establishing a Family Office and are determined to do it right, ensuring genuine long-term value creation, not just asset preservation, from the very beginning.
• Want to redefine the strategy, governance, or investment approach of an existing Family Office that has outgrown its original design.

You will get the most out of this program if you want to:

• Gain the strategic frameworks to design a Family Office that reflects your family's purpose, values, and investment ambitions.
• Understand how the world's leading families structure and govern their Family Offices, from those who have built them.
• Leave with a personalized roadmap your family can act on immediately.
• Build alignment across generations by attending with multiple family members.
• Enter a knowledge and practitioner ecosystem that continues to create value long after the program ends.

This program may not be the right fit if you are looking for:

• A general wealth management or financial planning program.
• A program for external family office professionals without direct family involvement.
• An introductory overview of investment vehicles without strategic or governance depth.

*External family office professionals may attend when accompanied by a family member.