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About the course
- Learn how to make informed and educated choices regarding the structure and objective of your Single Family Office
- Create a sustainable platform to preserve and transfer your family wealth, values and heritage to future generations
- Build family unity and develop long-term objectives for the family, the wealth and the business assets
What is the best structure for your family wealth management?
Are you looking to identify the right structure and best practices for your Single Family Office?
Leading the Family Office is a unique program dedicated to the management of your family's private wealth. It helps you determine the best and most appropriate structure and governance model to set up, govern and preserve your own Single Family Office.
Whether you are preparing for a full or partial sale of a business, going through a liquidity event, or planning for a comprehensive, multi‑generational wealth management structure, LFO will support you.
Get an independent perspective for your family wealth management
Leading the Family Office (LFO) provides a private and confidential environment to address the unique challenges of steering a Single Family Office. It is the only existing program developed by an academic and independent organization dedicated to this purpose.
You will benefit from the wealth of experience and research of the IMD Global Family Business Center, which has worked closely with the world’s leading family businesses for more than 29 years. It is comprised of small select groups and offers full confidentiality.
What is a Single Family Office (SFO)?
A SFO structures and manages the collective assets and business affairs of one family’s wealth. The long-term goal of a family office is to preserve the wealth of the family and to provide for the family’s upkeep, well-being, and long-term financial planning.
The program is built around a strong conceptual and comprehensive framework, illustrated by several new case studies from the IMD Global Family Business Center which offer insights into recent, as well as old and well-established, innovating and pioneering family offices.
How you learn
You will learn through practical and cutting-edge material using real-life case studies, best practices from successful Single Family Offices, active class discussions, small group workshops, family team debriefing sessions and networking activities with your peers.
Join IMD’s professional alumni network
Once you complete an IMD program, you join IMD’s alumni network, an outstanding global community of global business leaders who will support you long-term.
Who should attend
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 program is exclusively open to family members (non-family members are not accepted).
Join as a family team
To get the most out of this experience, we strongly recommend family teams - members from the same or different generations - to attend the program 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
Trust the experts
Arturo Bris is Professor of Finance at IMD. Since January 2014 he is also leading the world-renowned IMD World Competitiveness Center. At IMD he directed the from 2009-2014. He has directed programs for senior executives in several industries and continents. Prior to joining IMD, Professor Bris ...
Professor Cossin is the director of IMD Global Board Center. He works with senior leaders, executive committees and boards to provide the latest thinking on best-in-class governance, risk and opportunity optimization, investment selection and strategy design. He favors an adaptive and interactive...
Dr Leleux is the Stephan Schmidheiny Professor of Entrepreneurship and Finance at IMD in Lausanne (Switzerland), where he was also director of the MBA program (2006-2008) and director of Research and Development (2004-2008). He is currently the co-Director of Foundations for Business Leadership (...
Peter Vogel is Professor of Family Business and Entrepreneurship and holder of the Debiopharm Chair for Family Philanthropy at IMD Business School in Lausanne. In his research, teaching and advisory work, Peter works with family- & non-family enterprises globally on organizational regenerati...
Prof. Denise H. Kenyon Rouvinez presents the IMD Global Family Business Center