Your learning journey

Designed to provide a private and confidential environment to address the unique challenges of steering a Single Family Office.

Your learning journey

Designed to provide a private and confidential environment to address the unique challenges of steering a Single Family Office.

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.

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

Day 1
  • Complexities and diversity of family offices.
  • From entrepreneur, to family business, to family office.
  • Identifying and analyzing key issues.
Day 2
  • Trends, megatrends and outlook.
  • Asset allocation in uncertain times.
  • Wealth with purpose.
  • Impact investing and philanthropy.
Day 3
  • High performing governance of family offices.
  • Next generation perspective.
Discover IMD’s Global Family Business Center

With over 30 years’ expertise, this center of excellence leads family business research and education. It ensures the sustainable success of your business and family, whether large or small.