Wealth management for high-net-worth families has grown increasingly complex. For some families, the responsibility of wealth management has shifted to younger generations who have less experience investing. For other families, the early liquidation of businesses has created uncertainty for mid-career professionals who face new investments or major life decisions. In this program, you will gain an in-depth understanding of best practices in family wealth management; explore the governance, structure, and investment challenges that are unique to families; and discover new approaches for managing and preserving family wealth.
You may also be interested in the related program: Family Office Wealth Management—Virtual.
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 our program, Families in Business.
Program for Leadership Development participants earn 3 PLDA Points on completion of this program.
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 our program, Families in Business.
Program for Leadership Development participants earn 3 PLDA Points on completion of this program.
When you participate in an Executive Education program on the HBS campus, you enter an immersive experience where every aspect of the learning model has been carefully designed to facilitate your growth. Your learning will take place on your own, in your living group, and in the larger classroom, driven by the renowned HBS case method.
When you participate in an Executive Education program on the HBS campus, you enter an immersive experience where every aspect of the learning model has been carefully designed to facilitate your growth. Your learning will take place on your own, in your living group, and in the larger classroom, driven by the renowned HBS case method.
Your rich learning experience will include faculty presentations, case studies, and small-group discussions. To broaden your global perspective, the program will cover cases about established family offices around the world.
Participants should expect to spend at least 9-12 hours on self-paced case preparation prior to attending the program. Case materials will be made available approximately two weeks prior to program start.
Our Executive Education programs are developed and taught by HBS faculty who are widely recognized as 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.
L.E. Simmons Professor of Business Administration
Senior Lecturer of Business Administration
Jacob H. Schiff Professor of Investment Banking
Senior Lecturer of Business Administration
George E. Bates Professor of Business Administration
Our Executive Education programs are developed and taught by HBS faculty who are widely recognized as 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.
L.E. Simmons Professor of Business Administration
Senior Lecturer of Business Administration
Jacob H. Schiff Professor of Investment Banking
Senior Lecturer of Business Administration
George E. Bates Professor of Business Administration