Family Office Wealth Management—Virtual
What You Will Learn
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.
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What You Will Learn
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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.
Program Format
The program takes place over three weeks, with live, synchronous classes every Tuesday and Thursday (11:00 AM to 2:00 PM ET, including a 30-minute break), and small group discussions for learning and networking. You will also have ample opportunity for interaction with faculty and peers inside and outside the class sessions.
Collaborative learning is an integral part of the experience. To maximize the benefit for everyone, you are expected to attend every session, complete all assignments, and contribute effectively in the class and in small groups. We advise setting aside a total of 5-7 hours per week for program work in addition to the synchronous class sessions. 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.
-
Program Format
-
The program takes place over three weeks, with live, synchronous classes every Tuesday and Thursday (11:00 AM to 2:00 PM ET, including a 30-minute break), and small group discussions for learning and networking. You will also have ample opportunity for interaction with faculty and peers inside and outside the class sessions.
Collaborative learning is an integral part of the experience. To maximize the benefit for everyone, you are expected to attend every session, complete all assignments, and contribute effectively in the class and in small groups. We advise setting aside a total of 5-7 hours per week for program work in addition to the synchronous class sessions. 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.
Key TopicsCollapse All
Family wealth goals and structureFamily wealth goals and structure
- Setting goals for wealth preservation, wealth maximization, and foundations
- Managing intergenerational wealth transfers in business families
- Balancing the spending and investment needs of the family
- Hiring in-house experts or teams versus outsourcing wealth management
- Optimizing governance, structures, and organizational design
Family office portfolio managementFamily office portfolio management
- Exploring applications of modern asset allocation, portfolio management, and the "endowment model" of investing
- Managing life and investments after a liquidity event
- Applying family preferences and social goals in an investment strategy
- Managing risk and integrating a more professional approach
- Preparing for the role of future generations in family wealth management
Family office investment opportunities and strategiesFamily office investment opportunities and strategies
- Building a toolkit and framework for analyzing a range of investment strategies, including direct investments, indirect investments, and unique investment opportunities
- Understanding the sources of risk in value investing
- Evaluating direct private investments, private equity, venture capital, and frontier asset classes
- Managing headline risk and privacy
Impact investing and partnershipsImpact investing and partnerships
- Identifying the best partners to engage with and partners to avoid
- Exploring the pitfalls and advantages of government partnerships
- Measuring impact and performance in philanthropy and impact investing
