Building a Legacy: Family Office Wealth Management

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.

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 our program, Families in Business.

Program for Leadership Development participants earn 3 PLDA Points on completion of this program.

Dive Deeper into the Experience

Inside the ClassroomInside the Classroom

See how exchange with faculty and peers yields new insights into critical business trends.

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We Celebrate New Ways of Thinking. Are You Ready?We Celebrate New Ways of Thinking. Are You Ready?

Thrive in a learning environment that welcomes diverse ideas and perspectives.

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Preparing for Future Generations

Learn best practices of family office and investment decision-making.

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Learning and Living at HBS

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.

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