Event details
Date and time
Tuesday, January 26, 2027
Location
In collaboration with Cornell University in Florida
Intended audience
Senior executives of embedded and single family offices who lead multidisciplinary teams serving multigenerational families. Program applications are subject to review and approval.
Duration
The program is a cohort-based executive education experience delivered through a series of immersive, 2.5-day in-person sessions.
CPE Credit
Participants will be eligible to earn a Cornell University certificate upon completion of the program and approximately 15 NASBA-approved CPE credits per session.
Fee
Per session: $8,000. Sessions may be taken individually or as part of a multi‑session learning cohort. Participants who register for multiple sessions are eligible for a discounted rate of $6,500 per session. Tuition includes program materials and meals. Travel and lodging are not included.
Event overview
Welcome to the Family Office Advanced Leadership Program, offered by the RSM Tony Wood Family Office Institute and powered by Cornell University. This immersive program is designed to set you on the right path—strengthening your leadership capabilities, sharpening your governance strategies and deepening your understanding of complex family dynamics. In this deeply engaging learning experience, you’ll participate in 2.5-day in-person sessions with Cornell University—guided by professionals with leading experience in family enterprise, communication and intergenerational strategy.
Key benefits
- Expand your leadership skills and enhance your ability to navigate family office complexity.
- Strengthen your capacity to align stakeholders and drive long-term strategic value.
- Deepen your understanding of emotional dynamics in family enterprises and apply strategies to address conflict and heal rifts.
- Implement robust governance frameworks and elevate your leadership agility.
- Prepare for succession and effectively engage the rising generation to help promote continuity and purpose.
We’re excited to have your interest in this one-of-a-kind program. As family enterprises grow more complex, investing in leadership has never been more critical. If you're thinking strategically about the future of your family office, this is the place to chart your path forward.
Program details
The Family Office Advanced Leadership Program includes sessions on:
Governance, agility and the future family office
Jan. 26–28, 2027
- Implementing and executing effective governance systems
- Becoming an agile family office leader
- Future-proofing your family office
Family, values and stewardship
June 8–10, 2027
- Facilitating a new generation of wealth and family stewardship
- Welcoming the rising generation into family wealth
- Bridging generational gaps