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Family Office Wealth Management—Virtual 
offered by Harvard University

Family Office Wealth Management—Virtual
 at 
Harvard University 
Overview

Discover new approaches for managing and preserving family wealth and explore unique investment opportunities for high-net-worth families.

Duration

3 weeks

Mode of learning

Online

Difficulty level

Advanced

Course Level

UG Certificate

Family Office Wealth Management—Virtual
 at 
Harvard University 
Highlights

  • Credit
    Certificate of Completion
  • Topics covered:Business Development, Finance, Leadership, Management, Networking, Professional Development
Details Icon

Family Office Wealth Management—Virtual
 at 
Harvard University 
Course details

What are the course deliverables?
  • Gain insights to build a professional family office
  • Find solutions to your wealth management challenges
  • Explore the full range of investment opportunities
  • Analyze philanthropic opportunities and partnerships
  • Expand your personal and professional network
More about this course
  • Wealth management for high-net-worth families has grown increasingly complex. For some families, the responsibility of wealth management has shifted to younger generations who have less experience investing. For other families, the early liquidation of businesses has created uncertainty for mid-career professionals who face new investments or major life decisions. In this virtual program, you will gain an in-depth understanding of best practices in family wealth management; explore the governance, structure, and investment challenges that are unique to families; and discover new approaches for managing and preserving family wealth through a live online platform.
  • Successful family offices are adept at managing the tension and interplay between family dynamics and investment decisions. This program will equip you with the tools to address these specific challenges and deepen your understanding of investment opportunities for high-net-worth families. You will emerge with the competence and confidence to design a wealth management strategy and structure that effectively meets your family's goals.
  • Your rich learning experience will include faculty presentations, case studies, and small-group discussions. To broaden your global perspective, the program will cover cases about established family offices around the world.
Read more

Family Office Wealth Management—Virtual
 at 
Harvard University 
Curriculum

Business Development, Finance, Leadership, Management, Networking, Professional Development

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Family Office Wealth Management—Virtual
 at 
Harvard University 
Contact Information

Address

1350 Massachusetts Ave, Cambridge, Massachusetts 02138, USA
Cambridge ( Massachusetts)

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