Family Enterprises and Wealth (Online)

The largest 500 family businesses account for $8.02 trillion in revenue and employ 24.5 million people. Collectively, they make the third largest contribution to the global economy, leaving no doubt about their impact on the global business landscape. Family enterprises are ingrained into the world’s culture, often having widespread influence across their communities and beyond.

Typically encompassing one or more businesses, holding organizations, family offices, trusts, and foundations, a family enterprise can be incredibly complex. And working with family members is not easy. Family dynamics, multi-generational ownership, family wealth, and vision all present unique challenges.

Designed by Patricia Angus, an adjunct professor and managing director of the Global Family Enterprise Program at Columbia Business School, this program combines theory with practice to provide a comprehensive understanding of an institution that is at the heart of our global economy. Using faculty-authored case studies, application-based assignments, peer discussions, and more, this program imparts knowledge of leadership principles, management, philanthropy, social enterprise, succession, and sustainability, preparing learners to play a critical role in the long-term success of a complex family enterprise (CFE).

Please contact our partners at Emeritus at [email protected] , +1 315-982-5094, or +1 315-277-2746 for a personal conversation about this program and how it may benefit you.

Delivered in collaboration with

Complex Family Enterprises

Evaluate the components of complex family enterprises and characterize their aspects including a family business, family office, joint investments, and charitable endeavors.

Family Dynamics

Learn to apply several frameworks including the Family Systems Theory and the Family Governance Pyramid™ to complex family enterprises.

Family Ownership

Explore ownership concepts in complex family enterprises, including different perspectives and roles within a trust.

Family Governance I

Understand the need for governance processes and forums. Learn market-tested frameworks that can be applied with clients or your own family.

Family Governance II

Gain insights into the practical applications of family governance and apply frameworks to achieve an optimal family governance system.

Family Social Enterprise

Evaluate the multiple ways in which a family impacts society and learn to distinguish philanthropy from investing.