Building a Legacy: Family Office Wealth Management

Executives actively listen in HBS classroom

Gain a comprehensive understanding of the unique complexities and challenges of wealth management for high-net-worth families. Learn proven strategies to reach your family office’s goals.  

  • Dates

    Mar 9 – 12, 2025

  • Status

    Accepting Applications

  • Format

    In-Person

  • Location

    HBS Campus

  • Fee

    $12,500

  • Application Due

    Feb 27, 2025

The program fee covers tuition, program materials, accommodations, and most meals.

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Family wealth management sits at a difficult intersection of family dynamics and sound investment practices. As generational differences and the nature of investing evolve, these tensions only become more complex.

Building a Legacy: Family Office Wealth Management delivers a clear understanding of the governance, structure, and investment challenges that are unique to families. You’ll emerge with the knowledge and confidence to design a wealth management strategy and structure that meets your family office’s goals.

You may also be interested in the related program: Family Office Wealth Management—Virtual.

Key Program Features

Key Topics

  • Establish the right structure, governance, and organizational design for a family office 

  • Leverage proven strategies for preserving and growing wealth 

  • Manage intergenerational wealth transfers 

  • Balance the spending and investment needs of the family 

  • Recognize and mitigate the risks of various investment tactics 

  • Evaluate philanthropic pursuits and partnership opportunities  

  • Implement best practices for separating operating assets and family office assets 

Program Format

  • 4
    days on the HBS campus
  • 12–15
    hours of pre-program work

Case materials and a detailed schedule will be made available approximately two weeks prior to program start.

Who Should Attend

  • Executives from a family office or wealth management office 

  • Family business owners, beneficial owners, and other family members, including children of the business leaders and their spouses/partners 

  • Particularly appropriate for: Chief investment officers, chief executive officers, investment managers, or top family business leaders 

  • Also appropriate for family members with a range of financial acumen—from expert to novice  

  • Not appropriate for investors who are not representing a family's interests 

  • Attendance by multiple company representatives or family members is encouraged but not required 

  • Chief executives and family members involved in the company and looking to expand business strengths and strategies are encouraged to explore Families in Business  

Global Perspective

Two female and two male executives sit and smile around a table filled with notes.
3%
Africa
18%
Asia Pacific
18%
Europe
18%
Latin America
5%
Middle East
38%
North America

Experience

Years Worked

  • 18%

    Less than 10 years

  • 19%

    10-14 years

  • 15%

    15-19 years

  • 18%

    20-24 years

  • 15%

    25-29 years

  • 7%

    30-34 years

  • 5%

    35-39 years

  • 3%

    40 or more

Teaching Team

All our executive education programs are developed and taught by a team of widely recognized HBS faculty. Many are skilled educators, groundbreaking researchers, and award-winning authors. Through their board memberships, consulting, and field-based research, they address the complex challenges facing business leaders across the globe.

Faculty Chair

Faculty

The HBS Experience

This in-person program takes place on our storied campus where you'll live and learn at the heart of Boston's vibrant business, academic, and technology hubs.

At HBS, every detail is carefully calibrated to drive your success. Living arrangements and classrooms that spark connection. Unrivaled academic resources. And rejuvenating fitness, dining, and cultural amenities.

View of Executive Education area of HBS campus

The dedicated Executive Education area of campus features multiple classroom buildings and three residence halls around a quad

Residence hall bedroom and bathroom, with woman looking out a window

Our well-appointed residence halls feature private bedrooms, living group lounges, and courtyards to fuel vibrant discussions

Admissions

We admit applicants on a rolling, space-available basis, so you are encouraged to submit your application as soon as possible.

The selective admissions process is based on professional achievement, organizational responsibility, and the admissions criteria for each program as described in Who Should Attend. There are no formal educational requirements for HBS Executive Education programs.

Learn more about the admissions process and requirements.

Program content, dates, schedule, fees, technology platforms, and faculty are subject to change. In accordance with Harvard University policy, Harvard Business School does not discriminate against any person on the basis of race, color, sex or sexual orientation, gender identity, religion, age, national or ethnic origin, political beliefs, veteran status, or disability in admission to, access to, treatment in, or employment in its programs and activities.