Family Office Wealth Management—Virtual

Executives in group discussion

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.

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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: 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
    half-days of live online learning
  • 5–7
    hours of weekly self-paced work
  • 9–12
    hours of pre-program work

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

Two female and two male executives sit and smile around a table filled with notes.
2%
Africa
11%
Asia Pacific
25%
Europe
16%
Latin America
7%
Middle East
39%
North America

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

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.

HBS professor teaches in the Live Online Classroom

Purposefully designed to bring the classroom to life for both participants and faculty

HBS professor in front of a digital board in the Live Online Classroom

State-of-the-art technology delivers active, engaging learning

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.