Entrepreneurial Family Office Program

A Family Office is not a financial product. It is a strategic decision, one that defines how your family's wealth is governed, invested, and transmitted across generations. And yet, most business families make that decision reactively: after a liquidity event, under time pressure, without the frameworks or the knowledge to do it well.

The Entrepreneurial Family Office Program changes that. It is the only program of its kind in Spain, and one of very few in Europe, backed by IE's pioneering research on family offices and delivered in partnership with the IE Center for Families in Business, the leading global platform for family enterprise excellence.

Five days in Madrid. Faculty who have spent years researching how the world's most sophisticated families structure, govern, and invest their wealth. And every afternoon, principals from established Family Offices who share what no textbook captures: the governance decisions, the investment calls, the family dynamics, and the lessons they would revisit.

What makes this program different is its output. From the first session, each family builds their own personalized Family Office Strategic Roadmap, a concrete, actionable plan tailored to their specific situation. By the final session, it is not a draft. It is a plan they can act on from day one.

On completing the program, participants join the IE Center for Families in Business community and its Family Offices Knowledge Hub, gaining ongoing access to applied research, curated events, and a network of entrepreneurial families and practitioners that grows with every cohort.

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.

Understanding the changing role of Family Offices and the strategic challenges entrepreneurial families face when transitioning from operating businesses to capital stewardship.

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.

Core principles of Family Office investing including asset classes, diversification strategies, and portfolio construction.

Exploring how Family Offices combine financial discipline with entrepreneurial investing, including direct investments and strategic portfolio design.

Emerging trends shaping Family Offices, including impact investing and next-generation investment strategies. Presentation of each family's Family Office Strategic Roadmap.

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:

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

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

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