OVERVIEW
This course will equip families with the insights and skills needed not only to preserve their wealth but also to actively create value across generations. By leveraging entrepreneurial opportunities, participants will learn how to build a lasting legacy through their Family Office.
Learn about the opportunities and challenges of creating an Entrepreneurial Family Office, including:
- Proactive Wealth Creation: Shift the focus from mere wealth preservation to proactive wealth creation, moving from a passive to an active deployment of capital.
- Cultivating Entrepreneurial Mindset: Cultivate and maintain an entrepreneurial mindset, empowering future generations to innovate and lead.
- Embedding Family Values: How to embed family values into the fabric of your Family Office, ensuring they guide decision-making and foster unity.
- Fostering Family Cohesion: Discover strategies to keep family members engaged and cohesive, strengthening bonds and a shared vision.
Date
October 27th - 31st, 2025
SCHEDULE
9:00 - 19:00
- BORJA ALONSO GONZÁLEZProgram Advisor
GOT QUESTIONS?
If you need further information about the program, please contact us.
Why this program?
- 01.
Purpose and Strategy
Reflect on the purpose and strategies to establish a Family Office, or in the case of already having one, to redefine it.
- 02.
Best practices
Gain insights into the best practices employed by other families in effectively managing their Family Offices.
- 03.
World-class experts
Learn from world-class experts about the latest trends on investment and asset allocation strategies.
- 04.
Personalized Roadmap
Develop a personalized roadmap to implement the acquired best practices learned during the course, ensuring practical and actionable strategies.
- 05.
Networking
Foster networking opportunities by sharing experiences and creating a unique network of contacts with families in business, Family Office professionals, and top faculty members.
SPECIAL CONDITIONS
ALUMNI
As an IE alumni you are part of our community, and we want to support your passion for Lifelong Learning. Therefore, all IE alumni receive 25%* off tuition fees for all Executive Education programs.
*Alumni from Intensive Programs (less than a week duration), Summer Schools or High Impact Online Programs will receive 15% off.
Neither scholarship is compatible with other deductions.
CORPORATE
At IE, we are committed to encouraging companies to enroll teams of their employees. We believe this allows them to explore new perspectives together and speak a shared language of change.
Companies that sign a Corporate Agreement are eligible for a 15% off the tuition fee for Executive Education programs for group of employees. Additional services and support may also be available for a Corporate Partner Agreement. Neither scholarship is compatible with other deductions.