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    Building a Legacy: Family Office Wealth Management
    Harvard Business School

    Building a Legacy: Family Office Wealth Management

    Harvard Business School, Boston
    HomeHarvard Business SchoolBuilding a Legacy: Family Office Wealth Management
    3 daysDuration
    in-personFormat
    EnglishLanguage
    FinanceTopic

    Next Available Cohort

    Choose your preferred start date

    Oct 4 - Oct 7, 2026
    3 days · in-person · Instructor-Led · Boston Campus
    Open
    $13,500

    All-inclusive program fee

    About This Program

    Family wealth management sits at a difficult intersection of family dynamics and sound investment practices. As generational differences and the nature of investing evolve, these tensions only become more complex.


    Multi-faceted learning and the case method - We approach learning from every angle—a robust blend of faculty presentations, case studies, individual and group exercises, small group discussions, and large classroom debates. Among these formats is our renowned case method, where you'll learn to think on your feet, sharpen your analytical skills, and make critical decisions in real time. The case method puts you in the role of chief decision-maker, navigating challenges facing leading companies around the world. Arrive with an open mind—leave with a global perspective, unparalleled leadership skills, and a network of dedicated peers around the world.


    Learning groups - Immerse yourself in an environment that creates space for deep, constructive engagement with a diverse set of peers from leading organizations. You'll forge powerful connections and gain valuable perspectives in our intimate learning groups. These smaller groups within your program cohort will transform into a personal board of advisors during the program and beyond.


    Distinguished guest speakers - You will have a unique opportunity to hear from a powerful lineup of guest speakers—often the case protagonists—who share how they overcame diverse business and leadership challenges.

    Why Harvard Business School?

    Harvard Business School doesn't trade on prestige alone — it has spent over a century building a pedagogy that is genuinely different. The case method, developed and refined at HBS, means that even a three-day open program puts you in the seat of a CEO facing a real decision, not a consultant presenting a framework. If you want to be taught at, there are cheaper options. If you want to be challenged to think differently, HBS is hard to match.

    Your Profile

    • Executives from a family office or wealth management office
    • Family business owners, beneficial owners, and other family members, including children of the business leaders and their spouses/partners
    • Particularly appropriate for: Chief investment officers, chief executive officers, investment managers, or top family business leaders
    • Also appropriate for family members with a range of financial acumen—from expert to novice
    • Not appropriate for investors and service providers who are not exclusively representing a single family's interests
    • Attendance by multiple company representatives or family members is encouraged but not required
    • Chief executives and family members involved in the company and looking to expand business strengths and strategies are encouraged to explore Families in Business

    Benefits

    • Multi-faceted learning and the case method - We approach learning from every angle—a robust blend of faculty presentations, case studies, individual and group exercises, small group discussions, and large classroom debates. Among these formats is our renowned case method, where you'll learn to think on your feet, sharpen your analytical skills, and make critical decisions in real time. The case method puts you in the role of chief decision-maker, navigating challenges facing leading companies around the world. Arrive with an open mind—leave with a global perspective, unparalleled leadership skills, and a network of dedicated peers around the world.
    • Learning groups - Immerse yourself in an environment that creates space for deep, constructive engagement with a diverse set of peers from leading organizations. You'll forge powerful connections and gain valuable perspectives in our intimate learning groups. These smaller groups within your program cohort will transform into a personal board of advisors during the program and beyond.
    • Distinguished guest speakers - You will have a unique opportunity to hear from a powerful lineup of guest speakers—often the case protagonists—who share how they overcame diverse business and leadership challenges.

    What You'll Learn

    • Establish the right structure, governance, and organizational design for a family office
    • Leverage proven strategies for preserving and growing wealth
    • Manage intergenerational wealth transfers
    • Balance the spending and investment needs of the family
    • Recognize and mitigate the risks of various investment tactics
    • Evaluate philanthropic pursuits and partnership opportunities
    • Implement best practices for separating operating assets and family office assets