Family Office Wealth Management—Virtual
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
Oct 22 – Nov 7, 2024
- Status
Accepting Applications
- Format
Virtual
- Location
Virtual
- Fee
$7,250
- Application Due
Oct 11, 2024
The program fee covers tuition and program materials.
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: Building a Legacy: Family Office Wealth Management.
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
- 6
- 5–7
- 9–12
Participants will receive a detailed schedule and case materials approximately two weeks before the program starts.
Live online sessions are every Tuesday and Thursday from 10:00 a.m.–2:00 p.m. ET.
Collaborative learning is an integral part of the experience. To maximize the benefit for everyone, participants are expected to attend each session, complete all assignments, and contribute to group and class discussions.
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
Experience
Years Worked
- 23%
Less than 10 years
- 25%
10-14 years
- 19%
15-19 years
- 13%
20-24 years
- 9%
25-29 years
- 3%
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
Lauren H. Cohen
L.E. Simmons Professor of Business Administration
The HBS Experience
When you participate in a virtual HBS Executive Education program, you benefit from a powerful learning experience carefully designed with a virtual setting in mind.
Through live, synchronous program sessions you'll engage directly with our renowned faculty to learn from their latest research, gain actionable takeaways, and facilitate your growth. Additionally, virtual learning groups will connect you to a global group of peers and build your network.
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.
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.