Your learning journey
The program is built around a strong conceptual and comprehensive framework, illustrated by several new case studies from the IMD Global Family Business Center which offer insights into recent, as well as old and well-established, innovating and pioneering family offices.
You will learn through practical and cutting-edge material using real-life case studies, best practices from successful Single Family Offices, active class and small group discussions, special topic sessions, and networking activities with your peers.
Your learning journey
Day 1: Foundations of multi-generational success
- Personal introductions
- Success factors of multi-generational family enterprise systems: looking at your ecosystem, analyzing external and internal forces, and identifying where major tensions can arise
Day 2: The Single Family Office unveiled
- The rise and fall of the Single Family Office
- Defining the purpose and focus of your Single Family Office
- Finding your family purpose
Day 3: Navigating the global landscape
- The world in reset mode: macro-economic view and mega-trends
- The role of main asset classes and asset allocation
- Single Family Office structure and governance
- Insights from a guest speaker
Day 4: Future-proofing your legacy
- Succession planning and inter-generational collaboration
- Investment governance
- Purpose-driven investing
- What’s next in your journey?
