Executive Education
    ... Right arrow Programs for Individuals Right arrow Topic-Focused Programs Right arrow Family Office Wealth Management—Virtual Right arrow Curriculum
    ... Right arrow Family Office Wealth Management—Virtual Right arrow Curriculum

    Family Office Wealth Management—Virtual

    Family Office Wealth Management—Virtual
      Status: Accepting Applications
    • Dates: 25 OCT–10 NOV 2022
    • Format: Virtual Synchronous learning at designated live online session times.
    • Fee: $7,000

      • The program fee covers tuition, e-books, and online case materials.

      This program includes live online classes, self-paced work, discussion groups, and virtual networking.

      Apply
      Download Brochure
      Apply
      Download Brochure
      Admissions Criteria and Process
    View In-Person Program Offering
    Apply
    Download Brochure
    Program Finder
    Need Help? Contact Us:
    Program Advising team
    Email: executive_education@hbs.edu
    Need Help? Contact Us:
    Program Advising team
    Email: executive_education@hbs.edu

    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.

    Dropdown down Dropdown up

    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.

    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.

    Dropdown down Dropdown up

    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
    Dropdown down
    • 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
    Dropdown down
    • 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
    Dropdown down
    • 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
    Dropdown down
    • 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

    Key Topics Dropdown up

    Key Topics Dropdown down

    Family 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 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 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 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
    ApplyDownload Brochure
    ApplyDownload Brochure
    ApplyDownload Brochure
    More Admissions Information
    View In-Person Program Offering
    Apply
    Download Brochure
    Program Finder
    Need Help? Contact Us:
    Program Advising team
    Email: executive_education@hbs.edu
    Need Help? Contact Us:
    Program Advising team
    Email: executive_education@hbs.edu
    Related Programs
    Building a Legacy: Family Office Wealth Management
    Status

    Accepting Applications

    Date 26–29 MAR 2023
    Format In-Person Learning takes place on the HBS campus or a designated location.
    Location HBS Campus
    Families in Business
    Status

    Accepting Applications

    Date 13–18 NOV 2022
    Format In-Person Learning takes place on the HBS campus or a designated location.
    Location HBS Campus
    Previous Next
    Explore All ProgramsView Full Program Schedule
    Explore All ProgramsView Full Program Schedule
    Explore All ProgramsApplication PDF

    View Frequently Asked Questions

    Back to Top Arrow up