Entrepreneurial Family Office Program

Members of families in business who:

• Are concerned about how to manage their family wealth independently of their family firm.
• Have recently experienced a liquidity event and are now focused on efficiently managing their family wealth.
• Are considering establishing a Family Office or are already in the process.
• Want to (re)design the strategy and purpose of their existing Family Office.

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.