What you'll learn

  • Family wealth goals and structure

  • Family office investment opportunities and strategies

  • Family office portfolio management

  • Impact investing and partnerships

Course description

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.

Successful family offices are adept at managing the tension and interplay between family dynamics and investment decisions. This program will equip you with the tools to address these specific challenges and deepen your understanding of investment opportunities for high-net-worth families. You will emerge with the competence and confidence to design a wealth management strategy and structure that effectively meets your family's goals.

You may also like


Improve your firm's effectiveness at every stage of a deal by becoming a more strategic, disciplined, and successful investor.

4 days long
Registration Deadline
Starts Mar 5

Strengthen your contribution with a deeper understanding of financial analysis, profit planning, capital markets, compensation, and more.

16 days long
Registration Deadline
Starts Sep 13