Program content
This course responds to the growing demand from families in business seeking education in managing their family wealth from a comprehensive perspective. With this program, participants will not only gain knowledge about Family Offices as an investment vehicle but also develop a transformative approach to Family Offices.
Setting the foundations
- Transitioning from business management to family wealth stewardship; Challenges and opportunities
- Paradoxes involved in family office management
- Navigating the family office roadmap
Your family
- Explore the purpose of your family office
- Mechanisms to foster family cohesion : Aligning financial and non-financial goals and risk profiles among family members
- The evolving role of Next generations in Family office dynamics
Your Office
- Define the focus, structure, governance, and resources that best suits with the purpose of your family office
- Investment and asset allocation strategies for family offices
- Alternative investments, private equity and venture capital through the family office
Future trends and challenges
- Challenges shaping the family office industry
- Trends in Family office management: impact investment, attracting talent, the influence of artificial intelligence and digitalization in family wealth management
Methodology
Embracing a highly participatory approach, our course provides a confidential environment where participants can openly and freely share their experiences and uncertainties regarding family wealth management, fostering trust and collaboration. Through dynamic networking activities, students will engage in peer-to-peer learning, enriching their understanding and fostering a lasting sense of community.
Our program’s practical focus empowers participants to translate their learnings into a personalized action plan tailored to address the unique challenges of their family wealth management. Guided by leading academics, industry experts, and successful families in business, this course is a transformative journey where confidentiality, actionable strategies, and networking opportunities converge to shape lasting legacies.