Leading your Family Office

IMD’s Leading your Family Office is a specialized program dedicated to the art of family wealth management and governance. As one of the world’s first family office programs, it is designed to guide families through the complexities of establishing and overseeing a Single- Family Office, and preserving and transferring their wealth, values and heritage to future generations.

Whether you are preparing for a full or partial sale of a business, navigating through a liquidity event, or planning for succession, Leading your Family Office is designed to support you through these pivotal moments.

Developed by the Global Family Business Center at IMD, a world-leading family business research and education center, our program focuses on the real issues that you face as a family business, providing you with actionable insights and strategies.

Learn to make educated choices about the structure and objectives of your Single-Family Office, and gain insights into strategies for generational wealth preservation.

Build a robust platform to preserve and transfer your family wealth, aligning your vision and goals to foster family unity and long-term success.

Optimize communication among family and non-family members, identifying ways for all stakeholders to contribute as value creators

Discuss and define the various roles and responsibilities family members can take in the family business or family office ecosystem.