Do you have the right profile for Leading your Family Office?

Leading your Family Office is for all members of a Single Family Office, including those who are:

• Considering, actively setting up, or already managing a Single Family Office
• Looking for best practices for an existing Single Family Office
• Preparing for the sale of a business or going through a liquidity event
• Planning for a comprehensive, multi-generational wealth management structure

This program has been created for members of the same family. For ideal learning benefits, we recommend team attendance – for example, family teams of several generations, siblings, cousins and/or key non-family managers. Develop a common approach, a common language, and build on this by sending members to the same program, or in phases over time.