Your learning journey
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 (half day)
- Introduction to success factors of multi-generational family enterprise systems.
- Demystifying the Family Office.
Day 2
- Complexities and diversity of family offices.
- From entrepreneur, to family business, to family office.
- Identifying and analyzing key issues.
Day 3
- Trends, megatrends and outlook.
- Asset allocation in uncertain times.
- Wealth with purpose.
- Impact investing and philanthropy.
Day 4
- High performing governance of family offices.
- Next generation perspective.
- Building your roadmap.
