LEADING THE FAMILY OFFICE (LFO)
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Who

Leading the Family Office (LFO) is for families of wealth who want to learn about how to set up and maintain a Single Family Office.

What

Determine the best and most appropriate structure and governance model to set up and sustainably maintain your own Single Family Office:

  • Create a sustainable platform with the capacity to preserve and pass along your family business wealth, values, philosophy and history to future generations
  • Gain insights on how to make informed and educated choices regarding the structure and objective of your Single Family Office
  • Develop competencies and know-how to manage your wealth in a sustainable and preserving manner
  • Build family unity through a shared vision and jointly develop long-term objectives for the family, the wealth and the business assets

Duration

3 days

When

Program Session 2014
LFO
November 10-12, 2014
Fully booked. Waiting list available.
Program Session 2015
LFO
May 18-20, 2015

Fee 2014

CHF 11,000; CHF 9,750 for alumni and each additional participant from the same family.

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Our participants

Leading the Family Office is targeted at families of wealth considering setting up, or in the process of setting up a Single Family Office, or wanting to identify the best practices for an existing Single Family Office. The program is exclusively open to family members (non-family members are not accepted).

Join as a family team

To get the most out of this experience, we strongly recommend family teams - members from the same or different generations - to attend the program together. This will help you build on a common approach, promote team spirit and support within the family and facilitate implementation of what you have learned once you are back home

Testimonials of past participants

This program can truly be game-changing for your family's future. Former program participant
Very powerful real-life examples of people having faced the choices we have ahead of us. Former program participant
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Leading the Family Office (LFO) helps families of wealth determine the best and most appropriate structure and governance model to set up and sustainably maintain their own Single Family Office.

If you and your family are:

» Identifying best practices for existing Single Family Offices

» Preparing for a full or partial sale of a business

» Going through a liquidity event

» Considering or in the process of setting up a Single Family Office

» Planning for a comprehensive, multi-generational wealth management structure

Then Leading the Family Office is for you.

The program draws on the wealth of experience and research of the IMD Global Family Business Center, which has worked closely with the world's leading family businesses for more than 25 years.

We offer a uniquely independent perspective in a private and confidential learning environment

Leading the Family Office is the only existing program developed by an academic and independent organization dedicated to addressing the unique challenges of steering a Single Family Office.

Single Family Office - What do we mean?

A Single Family Office (SFO) structures and manages the collective assets and business affairs of one family's wealth. The long-term goal of a family office is to preserve the wealth of the family for current and future generations. A Single Family Office also provides for the family's upkeep, well-being and long-term financial planning.

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You will learn through cutting-edge and practical research material; real-life global case studies; best practices from successful, first, and multi-generational Single Family Offices; active class discussions; small group workshops; family team debriefing sessions and networking activities with your peers.

Program framework

The program is built around a strong conceptual and comprehensive framework, illustrated by several new case studies from the IMD Global Family Business Center which offer insights into recent as well as old and well established, innovating and pioneering family offices.

Our Faculty

Our Faculty members are recognized world authorities in their fields. Dividing their time between teaching, research and working with international companies, they remain on top of the latest management trends. You can expect timely, innovative learning activities, materials and content in all IMD programs.

LFO Program Director

Denise H. Kenyon-Rouvinez

Swiss and American
The Wild Group Professor of Family Business
PhD HEC/IMD Lausanne


LFO Faculty

Arturo Bris

Spanish
Finance
PhD in Management INSEAD

Didier Cossin

Swiss and French
Finance and Governance
PhD Harvard University

Benoît F. Leleux

Belgian
Stephan Schmidheiny Professor of Entrepreneurship and Finance
PhD INSEAD


LFO Relations

Lise Moeller

Danish
Tel: + 41 21 618 03 29

Not available

Fee

The program fee (which can be found on the overview page) includes tuition, teaching materials, and lunch on weekdays. Travel or living expenses are not covered. You must settle your own hotel bills, both when in Lausanne and on off-campus assignments, as well as all dinners and lunches on weekends when applicable. IMD reserves the right to modify the program fee at any time.

Tentative reservation

To make a non-binding reservation, send us a completed tentative reservation form. This carries no obligation and is not a substitute for the formal application form.

Application & invoicing

Your application is forwarded to the Program Director who will evaluate it to ensure that the program corresponds to your objectives and profile. This can take approximately 1 week.

The Information & Registration office will notify you of the outcome of your application. If you are accepted, they will send your acceptance letter and invoice fee together by priority mail. From this point, your enrollment will be considered firm by both you and IMD.

Please pay the program fee within 30 days of the invoice date and no later than the commencement of the program. If you register within 1 month of the start of the program, you must settle the invoice immediately without exception. Payment can be made by bank transfer or credit card.

Up to six weeks before the program start date, a program coordinator will contact you with information on hotels and pre-program preparation. Please note that IMD reserves enough rooms for each participant on the program.

If accepted, you understand that you must be completely free of professional duties while attending this program and that you must attend all scheduled sessions and activities.

Cancellation & transfer policy

IMD must be notified in writing of all cancellations and transfers. If you are admitted to a program, but find that you are unable to attend, you have the following cancellation and transfer options:

Up to six weeks before program start:

  • Cancellation: You receive a full refund of the program fee.
  • Transfer: You may transfer to the next available session with no transfer fee.

Note: IMD programs tend to be fully booked well in advance. Space may not be available in a later session.

From six weeks to up to 11 days before program start:

  • Cancellation: You incur a 50% cancellation fee.
  • Transfer: You incur a 20% transfer fee.

Within 10 days before program start:

  • Cancellation: You incur a 100% cancellation fee.
  • Transfer: You incur a 100% transfer fee.

Substitution

A participant can be substituted on the same program session without incurring any fees. The substitute needs to apply and be admitted.

Note: Once you have paid the program tuition fee, if you do not attend another program within 24 months, the program fee will be forfeited.

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Leading the Family Office

Creating it, governing it, preserving it

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With Family Business Professor, Joachim Schwass

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Leading the Family Office