Family Enterprises and Wealth (Online)

The Family Enterprises and Wealth (Online) program will enable you to:

• Distinguish between core concepts of a CFE, such as family businesses, family offices, joint investments, and charitable endeavors

• Analyze the impact of the complex family enterprise on a global scale, and understand your role in the industry

• Apply relevant frameworks, including the Family Systems Theory and Family Governance Pyramid™, to complex family enterprises to address the challenges of the existing governance system

• Navigate real-world challenges that affect CFEs, and identify the key drivers of successful stakeholder relationships

• Understand and empathize with other key stakeholders’ perspectives to better serve their needs and those of their clients

• Evaluate the community impact and future trajectory of the family enterprise

• Family members, shareholders, and leaders of complex family enterprises who want to create a shared vision and develop policies and procedures to improve the sustainability and health of their family enterprise

• Family enterprise professionals and advisors who want to understand the essentials of working with family to become trusted advisors in the industry and contribute to the long-term success of key stakeholders

• Institutional investors seeking to understand the challenges inherent in high-net-worth families in order to specialize in family wealth management, including venture capital and private equity professionals who wish to establish a successful career in family enterprise services

Pritzker Family Enterprise: A Family Governance Case Study

Understand the challenges of building a strong family governance system from one of the wealthiest and most philanthropic families in the United States that primarily used its assets to increase the family’s wealth.

The House of Redstone: Family Enterprise in Three Acts

Learn about the evolution of the complex Redstone family enterprise over several generations. It is led by Sumner Redstone, who seized opportunities that exponentially grew his father’s drive-in theater business to become one of the world’s largest media conglomerates.

• Frameworks — apply industry-specific frameworks, including the Family Systems Theory, family governance systems, and the Family Governance Pyramid™, to complex family enterprises

• Peer learning — reflect on key course concepts, partner up for activities, and explore complex family dynamics

• Family governance playbook — create a playbook documenting how to establish an effective family governance system

• Interactive exercises — participate in role-playing activities and decision-tree simulations, map out ownership structures, and create a genogram to visualize family structures and dynamics

Didn't find what you were looking for? Write to us at learner.success@emeritus.org or Schedule a call with one of our Program Advisors or call us at +1 315 387 4431 (US) / +44 203 838 0836 (UK) / +65 3138 4449 (SG)