Family Office Academy
Connecting families, capital and legacy
Through the Family Office Academy, you will learn practical approaches to the key challenges faced by business-owning families: governance and decision-making, engaging the next generation, strategy and asset allocation, investing in public markets, private equity and real estate, and tax structures.
The Family Office Academy is an IESE program designed to address the challenges faced by Family Offices in a practical way, using real-life cases and creating a Forum where families facing similar issues can share experiences, compare perspectives, and learn from different approaches.
Dates
20 May IESE Barcelona Campus
15 June IESE Madrid Campus
Format
On-site
Fees
General fee: €3,500
Alumni fee: €3,325
Location
IESE Madrid and Barcelona Campus
Who should attend?
The Family Office Academy is designed for families with significant wealth who are establishing or managing a Family Office. Typical participant profiles include:
- Family business leaders or family office executives
- Owners and beneficiaries
- Board members and investment committee members
- Members of the next generation and other family members
Non-family participants may also attend, provided they participate alongside the family. This includes non-family senior executives, independent board members, and trustees. The program is particularly valuable for CIOs, CEOs, investment managers, and leaders of family-owned businesses who need a comprehensive understanding of wealth management and family office governance.
What will you learn in this program?
The programme provides a practical and strategic understanding of the key challenges involved in managing a Family Office. Through a combination of expert-led sessions, real-world cases and peer discussions, participants will explore the foundations of effective family wealth management and long-term value creation.
- Family Governance: how to design governance structures that support effective decision-making, align family interests and help prevent conflicts.
- Next Generation Engagement: strategies to involve younger family members in the family enterprise and prepare future generations to assume ownership and leadership responsibilities.
- Purpose and Wealth Strategy: how to define a shared family vision and translate it into an investment strategy and asset allocation approach aligned with the family’s values and objectives.
- Public Markets and Alternative Investments: key principles for evaluating and investing in financial markets, private equity, real estate and other alternative asset classes.
- Tax and Wealth Structuring: frameworks for preserving, protecting and transferring wealth efficiently across generations.
- Family Forum: a unique peer-learning environment where participating families exchange experiences, discuss challenges and learn from one another’s approaches.
IESE Differentiated Approach
Academic Rigor
Learn from faculty members who go beyond financial theory by connecting it to the realities of family businesses. Their teaching is enriched by real-world case studies and their experience advising business-owning families.
Shared Learning Through Families’ Practical Experience
The program is designed to encourage participating families to exchange real experiences, compare approaches, and gain insights by learning from one another’s challenges and successes.
Access to an Exclusive Network
Join IESE’s exclusive community of Business Angels and Family Offices, with continued access to valuable connections and networking opportunities after completing the program.
Flexible Format and Dual-Campus Experience
Sessions are held across both Barcelona and Madrid, providing participants with the opportunity to engage with the local ecosystem, including families, guest speakers, and faculty members.
Program details
The program is led by IESE faculty with extensive experience advising Family Offices. Its methodology is highly practical and is complemented by guest lectures and roundtable discussions featuring representatives from other Family Offices, private equity partners, specialized advisors, experienced business families, legal and tax experts, and other key players within the Family Office ecosystem.
A Dual-Campus Experience: Madrid and Barcelona
The program is delivered over two intensive training days, taking place across IESE’s Madrid and Barcelona campuses.
Why a Dual-Campus Experience?
By bringing together two of Spain’s leading business and investment hubs, the program offers participants the opportunity to:
- Connect with two of the country’s most dynamic entrepreneurial and investment ecosystems.
- Expand their network through interaction with geographically diverse participants.
- Gain first-hand exposure to speakers, investors, and influential leaders from both Madrid and Barcelona.
- Develop a broader perspective on the opportunities and challenges shaping the Family Office landscape.
This unique format enriches the learning experience while fostering valuable connections across regions and generations.
The registration process consists of two straightforward steps:
- Complete and submit the online application form.
- Once your application has been submitted, payment of the program fee is required. IESE reserves the right to refund the full program fee to applicants who do not meet the admission requirements or eligibility criteria.
Fees
- General fee: €3,500
- Alumni fee: €3,325
(VAT exempt as educational tuition)
The fee includes all course materials and lunches throughout the program. Participants are required to prepare the pre-reading materials, which will be provided one week before the start of the program. Payment of the program fee is required before these materials can be distributed.
In addition, participants may voluntarily take part, for one year following completion of the program, in the investment forums of the IESE Business Angels and Family Office Network.
Please note that, in addition to the Family Office Academy, IESE has been offering a Business Angels Academy for more than 15 years, designed to address the challenges faced by families that choose to allocate part of their wealth to the entrepreneurial and innovation ecosystem.
For this reason and building on many years of experience delivering these complementary programs, we offer participants the opportunity to enroll simultaneously in the Business Angels Academy and pursue both academies through an integrated learning journey.
Enrollment in both programs during the same period also entitles participants to special combined-program discounts.
Payment must be made before the start of the program and includes all academic materials and meals. Please note that travel expenses are not included. We also encourage you to review the cancellation policy below.
Cancellation policy
Cancellations received within 20 days of the program start date are subject to a 50% cancellation fee.
Cancellation requests received within three calendar days of the program start date, as well as cancellations made after the program has begun, are subject to payment of the full program fee.
IESE is not responsible for any travel expenses incurred or for managing travel reservations.
For more information about our Programme, get in touch with us
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