The Family Office and Supporting Ecosystem
The integrating layer beneath the family's wealth, business and legacy plans — and the surrounding network of advisors, institutions and trusted partners that makes it work.
No man is an island entire of himself.
John Donne
Meditation XVII
Fully onlineSelf-pacedOn demandEstimated duration 6–8 weeks
Course overview
Family offices are uniquely suited to integrate the broad expertise and advice required for the long-term benefit of the families they serve — from wealth structuring to governance to the sensitive matters in between.
This Core course provides the framework to design, staff, lead, assess and manage your family office — and to map the wider ecosystem of employees, friends, advisors and institutions that surround it. Both must be understood and managed deliberately for the long-term success of any family's wealth and legacy plans.
Who will benefit from this course
For families building the operating layer beneath the wealth.
The journey you will take
Seven steps. One integrating family office.
By the end of the course you will have the working framework for your family office and the surrounding ecosystem — purpose defined, scope agreed, performance measurable.
Click any icon to see what you will learn
Module 01
Supporting course materials
Everything you will get from us to succeed in this course.
Course instructors
What you create here
The operating layer that holds the strategy together —
and the ecosystem that holds the family up.
By the end of this course your family will have the working architecture for an integrated family office — clear on its purpose, properly resourced, performance-measurable, and connected to the wider ecosystem that supports it.
Inside the office
Family office purpose, responsibilities, and performance — covering its role across governance, wealth, family business, philanthropy, communications, family education, and the assessment framework that keeps it sharp.
The wider ecosystem
The structured approach to mapping and managing the network of employees, friends, advisors and institutions that surround the family — because no family office, however expert, operates on its own.
A well-designed family office and an honest ecosystem map are among the strongest force-multipliers available to a legacy family — the difference between coordinated action and constant friction.
Build the integrating layer
Design the family office and ecosystem that pulls every element of your family's wealth and legacy strategy into one coherent whole.
CHF 2,500
Get it now →Enrollment is open year-round. Access to the CourseBook and templates is immediate.