Participation is limited to senior executive leaders of single family offices. Typically, these executives are non-family members. These executives will lead multi-disciplinary family office teams that serve the needs of sophisticated multi-generational single family offices.

• Understand and address family dynamics that affect and impede family office functions and processes
• Gain skills to promote trust-building positive interactions among family office stakeholders
• Learn practical insights about family, family business and family office governance
• Develop strategic planning skills related to continuity, succession, outsourcing and other areas
• Share insights with other family office leaders, while learning from their experience

Family Office History and Future

This session will cover the history and evolution of family offices since the 1980s, including key characteristics of a successful family office. We will discuss challenges confronting single family office executives and factors that will likely need to be addressed in the future.

Purpose and Strategy Across Generations for the Family Office

Are you clear on family office purpose? How does it evolve—from founder generation and beyond? How do you get the family to engage in clarifying purpose? You will learn to define, execute, and measure family office success, including metrics aligned with purpose and strategy, compensation/rewards, and reporting.

Governance and the Family Office

Gain a better understanding of the unique position of the family office in governance of the family enterprise and its impact on the drivers of effective governance. You will learn important governance lessons for family office leadership to support direction, accountability and control in the enterprise AND unity and commitment from owners.

Earning Trust

Building trust with family clients is key to success for any family office. Trust is developed at both the institutional, office level as well as the interpersonal level. You will explore key factors crucial for achieving trust amongst clients and staff.

Brave Voices: How Leaders Build Cultures of Courageous Conversations

For our relationships, teams, and communities to thrive, we need everyone's voice in the conversation. In the family office context, the ability to address challenging topics with clients, team members and other stakeholders is crucial to a productive culture and trust. You will 1) gain insights on how to build confidence and courage to speak bravely and say what needs to be said, and 2) learn practical steps for leaders to "encourage courage" in others, building cultures of brave voices to maximize organizational performance.

Tim Kelly - Academic Director; Adjunct Lecturer of Family Enterprises

Jennifer Pendergast - Academic Director; John L. Ward Clinical Professor of Family Enterprise and Executive Director of the John L. Ward Center for Family Enterprises

Michelle L. Buck - Clinical Professor of Leadership

Richard Jolly - Clinical Associate Professor of Executive Education

This program can be presented to your association for CPE and CLE credits.