Program content
Program content
There is a growing demand among business families for rigorous, comprehensive education on family wealth management, one that goes beyond financial products and investment vehicles to address the full strategic complexity of what a Family Office can and should be.
The Entrepreneurial Family Office Program was designed to meet that demand. Participants don't just gain knowledge about Family Offices as an investment structure, they develop a fundamentally different way of thinking about family wealth: its purpose, its governance, its potential as a multigenerational platform for value creation.
The academic content is structured across five days, each building on the previous one: from the strategic foundations of family wealth stewardship to investment strategy, governance, and the trends reshaping the family office landscape. Every session combines faculty-led frameworks with direct contributions from Family Office principals and industry experts, ensuring that every concept is tested against the reality of families who have already made these decisions.
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Laying the Groundwork
Understanding the changing role of Family Offices and the strategic challenges entrepreneurial families face when transitioning from operating businesses to capital stewardship.
Purpose and Governance
Define the purpose of family wealth and the role of the Family Office. Explore governance structures, decision-making frameworks, and mechanisms to align family members across generations.
Investment Foundations
Core principles of Family Office investing including asset classes, diversification strategies, and portfolio construction.
Entrepreneurial Capital Allocation
Exploring how Family Offices combine financial discipline with entrepreneurial investing, including direct investments and strategic portfolio design.
Impact Investing and Closing
Emerging trends shaping Family Offices, including impact investing and next-generation investment strategies. Presentation of each family's Family Office Strategic Roadmap.
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
How are the classes structured in the Entrepreneurial Family Office Program?
Classes are structured into interactive sessions, case studies, group discussions, and practical exercises. The program also includes guest lectures from industry leaders.
What teaching methodologies are used in the Entrepreneurial Family Office Program?
The program employs a mix of teaching methodologies, including lectures from expert faculty, real-world case studies, and practical exercises designed to apply theoretical concepts.
How flexible is the program in terms of scheduling to accommodate my work responsibilities and personal commitments?
The program is designed to be flexible, with a schedule that accommodates the busy lives of family business professionals.