According to the latest report on Family Offices run by JP Morgan, managing the family's financial assets is the primary focus of most Family Offices. However, Family Offices also recognize the importance of addressing other qualitative needs such as family governance, succession planning, and risk management. Recognizing that Family Offices may require assistance in addressing these needs, this class aims to provide students who have a Family Office or are in the process of setting one up with a comprehensive understanding of Family Offices as instrumental organizations for creating, maintaining, and managing wealth across generations. Building upon other classes focusing on asset allocation and family enterprise decision-making, this course is devoted to identifying the key strategic decisions families must make when choosing or establishing an organization that supports a family's different capitals beyond financial assets.
Division: Management
Center/Program: Global Family Business Program
Spring 2025
B8533 - 001
Part of Term
MBA - Full Term
Section Syllabus
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Section Notes
Attendance at the first class is mandatory for all enrolled students and those on a waitlist or who hope to add the class during Add/Drop.