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

Effective Teamwork: Collaboration and Leadership in Flat Organizations

Family offices require teamwork across a group of professionals as well as outsourced service providers. Family clients may also be pulled into teams for projects. This program will address the unique challenges that arise in a non-hierarchical organization and opportunities to leverage the professional team to achieve high impact outcomes.

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.

Strong 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.

Information for Decision Making

Family office executives are faced with high-stakes decisions and demands across a variety of topics, heightening the demand for relevant data and timely reporting and analysis to drive critical decisions. Transforming data and information into business intelligence is both an art and a science. In this program you will explore leading practices on data aggregation, reporting and analysis and the different tools available to enable data-informed decision-making and increase the effectiveness of your teams.

Continuity Planning

Case studies of successful multi-generational family enterprises have moved beyond periodic succession planning to focus on continuity of the business, ownership, family and family office. Family office leaders face the daunting task of ensuring continuity of the office team as well as continuity of service across generations of the family. We will provide a coordinated model of planning across office strategy and staffing.

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, Kellogg School of Management

Leigh Thompson - J. Jay Gerber Professor of Dispute Resolution & Organizations Professor of Management & Organizations

Danielle Valkner - PwC Advisory Partner; US Family Office Leader

Adam Waytz - Associate Professor of Management & Organizations

Continuing Education Credit
This program is registered with the National Association of State Boards of Accountancy and is recommended for 12.0 CPE credits.

Continuing Professional Education Information
The Kellogg School of Management, Northwestern University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

All Kellogg programs that qualify for CPE credits do not have pre-requisites. Advanced readings and case preparation is required. A packet of course materials is emailed to all participants before the program begins.

All Kellogg programs are group-live or internet-based. Program level: Advanced. For more information regarding administrative policies such as complaints and refunds, please contact our office at 847-467-6018.