Last date to apply: September 23, 2026 · Program starts on October 4, 2026
Family wealth management sits at a difficult intersection of family dynamics and sound investment practices. As generational differences and the nature of investing evolve, these tensions only become more complex.
Building a Legacy: Family Office Wealth Management delivers a clear understanding of the governance, structure, and investment challenges that are unique to families. You'll emerge with the knowledge and confidence to design a wealth management strategy and structure that meets your family office's goals.
Establish the right structure, governance, and organizational design for a family office
Leverage proven strategies for preserving and growing wealth
Manage intergenerational wealth transfers
Balance the spending and investment needs of the family
Recognize and mitigate the risks of various investment tactics
Evaluate philanthropic pursuits and partnership opportunities
Implement best practices for separating operating assets and family office assets
Executives from a family office or wealth management office
Family business owners, beneficial owners, and other family members, including children of the business leaders and their spouses/partners
Particularly appropriate for: Chief investment officers, chief executive officers, investment managers, or top family business leaders
Also appropriate for family members with a range of financial acumen—from expert to novice
Not appropriate for investors and service providers who are not exclusively representing a single family's interests
Attendance by multiple company representatives or family members is encouraged but not required
Chief executives and family members involved in the company and looking to expand business strengths and strategies are encouraged to explore Families in Business
Same topic, Similar duration - Broader exploration across all institutes
Speak with an Advisor
Prashansa Uttam
Programme Advisor
Executive Education Office
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