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Short CoursesFamily Wealth Program

Family Wealth Program

Strategy, structures and stewardship for substantial family wealth

location_on
Carlton
schedule10 weeks
attach_money$12,750
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Building sustainability and preserving legacy

Develop inspiring and practical strategies to serve the needs of ownership, families and their businesses, face-to-face with world-leading academics and practitioners.

Good for you

  • Use insights to build, manage, transform and grow a family office.
  • Use empirically sound frameworks and models to align the family office to the family values, vision and goals.
  • Accelerate the implementation of changes to the investment portfolio of the family office in response to market and geopolitical changes.

Good for your organisation

  • Strengthen understanding of asset classes, portfolio strategies and construct resilient portfolios.
  • Become a catalyst for change in your family office and family enterprise.
  • Define investment portfolio management approach and framework for decisions.
Programme participant testimonial
"The network is amazing and you learn so much through the lectures and from the questions people ask."

Chitra Stern, CEO & Founder | Martinhal Group

Family office programme discussion

Right for you?

Leading the Family Office is targeted at families of wealth considering setting up, or in the process of setting up a single family office, or wanting to identify the best practices for an existing single family office. The programme is exclusively open to family members.

To get the most out of this experience, we strongly recommend family teams - members from the same or different generations - to attend the programme together. This will help you build on a common approach, promote team spirit and support within the family and facilitate implementation of what you have learned once you are back home.

Family members in roles such as:

  • Business leader or family office leader
  • Employees and executives
  • Owners and beneficiaries
  • Board members
  • Investment committee members
  • Family council and owner council members
  • Next generation members
  • Lineal descendants and spouses

Non-family members may be in roles such as:

  • Senior non-family executives in the family business or family office
  • Independent board members or investment committee members
  • Trustees

Ensure generational prosperity for your family business

Develop new strategic perspectives on how to build, transform and make fit-to-purpose a family office.

1

What you learn

  • Learn the role, objective and models of family office in managing, preserving and transmission of wealth to the next generation.
  • Understand how to build, transform and make a fit-to-purpose family office, resources required, governance structure, and define the focus of your family office.
  • Learn models of managing and preserving wealth, investment and execution strategies, risk evaluation and how to align to investor needs.
  • Understand how asset class return assumptions are incorporated to build portfolios, allocation framework to asset classes and how to interpret the markets to create a dynamic portfolio allocation strategy.
  • Recognise psychological and communication strategies to better understand family dynamics and individual members' needs.
  • Build a deep understanding of successful family governance frameworks and their implementation in differing family office contexts.
2

How you learn

  • 20+ hours of faculty-led learning.
  • Live talks from industry experts.
  • Collaborative group exercises and a live wealth management simulation.
  • Peer discussion with families facing comparable governance, legacy and investment questions.
3

Your learning experience

  • Apply faculty frameworks to your own family-office context.
  • Work through practical decision models for investment, risk and governance.
  • Leave with a clearer shared language for ownership, stewardship and succession.

Experts in the field

World-leading academics and practitioners guide participants through governance, investment and family enterprise questions.

Florin Vasvari

Florin Vasvari

Professor of Accounting; Executive Dean, Executive Education (Middle East); Academic Director, Institute of Entrepreneurship and Private Capital

Niro Sivanathan

Niro Sivanathan

Professor of Organisational Behaviour

Heinz-Peter Elstrodt

Heinz-Peter Elstrodt

Guest Lecturer, London Business School

Vidur Varma

Vidur Varma

Teaching Fellow of Finance

Rupert Merson

Rupert Merson

Adjunct Professor of Strategy and Entrepreneurship

Narayan Naik

Narayan Naik

Professor of Finance

Rhian-Anwen Hamill

Rhian-Anwen Hamill

Leadership Advisor and Business Coach

Alexander Hayward

Alexander Hayward

Executive Fellow of Accounting

This programme can also be taken as part of the Certificate in Finance. Gain the knowledge and tools to build expertise in finance. Customise your learning by selecting four courses from our extensive, world-class portfolio.Find out more

Fees

The fee for the programme is GBP 12,000. We offer a 25% discount for London Business School Alumni and for those who have completed four eligible programmes.

For more information on what the programme fee covers, please speak to our Client Relationship Manager.

When should I apply?+

We recommend you apply at least three months before the programme starts to guarantee your place. The application form will take approximately 30 minutes to complete.

When will I hear back from you?+

We'll acknowledge receipt of your application by email within 48 hours, if it's received during normal working hours. We will review and respond to your application within two working days.

Can I reserve a place?+

Yes. We can hold a provisional place for you for up to two weeks. Completed applications take priority and programmes often fill up several months in advance.

What are your language requirements?+

The programme is taught in English, so a good working knowledge of the language is essential.

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Contact Us

Whether you are an individual or an organisation/group looking for a programme, get in touch and we can help find the best solution for you.

David Ratcliffe

Client Relationship Manager

+44 (0)20 7000 7051