On campus program
Leading your Family Office

Govern and transfer your family wealth

On campus program

Leading your Family Office

Govern and transfer your family wealth

Location

Lausanne

Length
3.5 days
Fee

CHF 12,400

Next program starts
03 June 2025

Your roadmap to managing your family’s private wealth

IMD’s Leading your Family Office is a specialized program dedicated to the art of family wealth management and governance. As one of the world’s first family office programs, it is designed to guide families through the complexities of establishing and overseeing a Single- Family Office, and preserving and transferring their wealth, values and heritage to future generations.

Whether you are preparing for a full or partial sale of a business, navigating through a liquidity event, or planning for succession, Leading your Family Office is designed to support you through these pivotal moments.

Developed by the Global Family Business Center at IMD, a world-leading family business research and education center, our program focuses on the real issues that you face as a family business, providing you with actionable insights and strategies.

Make informed decisions

Learn to make educated choices about the structure and objectives of your Single-Family Office, and gain insights into strategies for generational wealth preservation.

Build a sustainable legacy

Build a robust platform to preserve and transfer your family wealth, aligning your vision and goals to foster family unity and long-term success.

Build family unity

Optimize communication among family and non-family members, identifying ways for all stakeholders to contribute as value creators

Next generation development

Discuss and define the various roles and responsibilities family members can take in the family business or family office ecosystem.

You and your class

Your class will comprise a carefully selected group of business-owning families who share similar issues to yours. With IMD’s rich expertise of over 30 years working with family businesses, you will benefit from the most impactful learning both individually and as a group. Read more about the admission criteria.

Leading your Family Office has been created exclusively for family members and non-family executives working with one family. For ideal learning benefits, we recommend team attendance – for example, family teams of several generations, siblings, cousins and key non-family executives (must be accompanied by a family member).

 

+14

NATIONALITIES

+13

INDUSTRIES

18

AVG. YEARS OF EXPERIENCE

44

AVERAGE AGE

What our participants say
Thomas Schmuckli

Chairman and Family Member of Bossard’s 7th Generation, Bossard Group, Switzerland

Learning is superbly balanced

The learning is superbly balanced with theory and practical cases, always highlighting the main message and staying on track.

Adesuwa Edokpolor

Seolahm Consulting Ltd, Nigeria

Insightful…mind-blowing

The program was insightfulmind-blowing. It has a lot to give, in terms of interactive sessions and diversity. It was amazing to see a diverse culture of peers being able to interact, network – and that the problems faced within one country are similar to those faced in another.

Khaled Elmoselhy

Connect Services, Saudi Arabia

Unlike any other course

It’s not the same as any other course I’ve ever been to; you need to come here to experience it yourself. I came with my family, to explore, understand, and navigate the whole next stage of our development and our growth. And there was no better place to get us ready for that than IMD.

This unique program is dedicated to you as the owner, future owner or principal of a Single-Family Office. Throughout the program you and your family members will learn, benchmark and share best practices in the management of your private family wealth.

Read more

Peter Vogel Program Director
Next start & fee

Length: 3.5 days on campus

Dates
3 Jun – 6 Jun 2025
Location
Lausanne
Length
3.5 days
Price
CHF 12,400
Dates
2 Dec – 5 Dec 2025
Location
Lausanne
Length
3.5 days
Price
CHF 12,400