Learn how to serve the needs of families and their businesses, by offering services on investment management, succession & legacy planning, and philanthropic or foundation activities.
What you will learn:
Study psychological and communication strategies to better understand family dynamics and individual member's needs.
Learn to facilitate dynamic workshops for developing a family policy statement, including exercises to clarify values, vision, and long-term objectives.
Delve into how to incorporate traditional and alternative investments, considering ESG factors aligned with the family's ethical values.
Learn methods to test portfolio resilience under various economic and market conditions, educating the family on potential outcomes and strategic responses.
Study various successful family governance frameworks and their implementation in differing family office contexts.
Develop skills in leading family meetings, mediating disputes, and fostering a collaborative environment.
Gain expertise in advanced risk assessment tools, including behavioural risk profiling and tailored investment policy statement (IPS) development.
Learn sophisticated techniques for selecting and evaluating external managers, including qualitative and quantitative analysis.
Focus on the successful mechanisms of succession planning through wealth and leadership transition across generations.
Gain insights into the differences, advantages, and challenges of multi-family vs. single-family offices.
Understand the financial aspects of running a family office, including budgeting, cost control, and revenue models.
Learn how to attract, develop, and retain top talent in a family office setting, considering both technical expertise and alignment with family culture.
Professor Florin Vasvari has been engaged in advisory activities with family offices, studying their investment activities and producing case studies to illustrate them. Additionally, Florin has established and oversees the Family Office Conference at London Business School, an invitation-only event that annually convenes 140 senior professionals from family offices worldwide.
Professor Niro Sivanathan’s expertise is around negotiating complex deals, and specifically liquidity events. He advises and assists family businesses, entrepreneurs and family offices globally around such events.
Heinz-Peter Elstrodt is active as guest lecturer on family businesses at London Business School and INSEAD. He also acts as a board member of family firms and the Family Firm Institute (FFI). He is a Director Emeritus at McKinsey & Company.
After joining McKinsey in 1983, he worked in Germany, USA and Brazil, where he co-founded the São Paulo office in 1988. Between 2004 and 2011 he was responsible for the Latin American region. From 2011 -2015 he built and led McKinsey’s global Family Business practice, working with leading family businesses around the world, conducting research and collaborating with key conveners like the WEF. HeinzPeter has also worked and published extensively on themes of Brazilian and LATAM economic development.
After his retirement from McKinsey in 2015, he took up residence in London and has dedicated himself to teaching, board memberships and advisory in the field of family firms and to impact investing in the area of agriculture, sustainable finance and environmental technology.
Heinz-Peter earned a Dr. rer. pol. in Economics from the University of Augsburg, Germany (1982), and a degree in Business Administration and Industrial Engineering from the University of Karlsruhe, Germany (1979).
His publications include: “The five attributes of enduring family businesses”, “A succession memo to a family business founder”, “Building a house that last : a framework to guide the succession from few owners to many”, “The family business factor in emerging markets”, “What executives are asking about Latin America”, “How Brazil can grow”, “ Reconnecting Brazil to the World” “Five Priorities for Brazil's Economy”, “Reining in Brazil's informal economy”, “Helping nonprofits do business” and “Keeping the family in business”.
Vidur is a Guest Lecturer at London Business School and teaches on the topic of real estate on the Strategic Investment Management programme. As a practitioner, he brings together his experience and knowledge of the markets and business, to connect the dots between market events, academic concepts, current trends, and the future.
Experience
Vidur has 24 years’ experience in banking and financial services - wealth management, investments, consumer banking, insurance, FX, and payments; across private clients, affluent & mass affluent customer segments, and has worked in UK, Europe, Middle East, Africa, and Asia. He has worked for 22 years in Citibank, and his last role at Citibank was as Director – Head of Wealth Management for Citibank UK and Citi International Personal Bank EMEA (offshore banking), covering P&L, strategy, product management, investment advisory, leading client facing specialist and advisory teams.
He has extensively worked with wealthy families and family offices to help them with strategies to manage portfolios, intergenerational wealth transfer, set up and run family office, develop and execute investment strategies, identify external managers, invest in alternatives, manage risk, set up governance structure, understand and adapt to market changes and technology evolution, train the younger generation on wealth, and helping build family legacy.
Vidur has been on the UK Finance – Personal Finance committee and before that on the British Bankers Association – Personal Products and Services’ committee. He has also been the Chair of Citibank Consumer CASS Sub Committee for Client Assets. During his career he has extensively presented at industry conferences, client events, panel discussions and appeared on CNBC
Rupert teaches on Executive Education programmes around the themes of entrepreneurship, owner management and the management of growth. Rupert works with ambitious entrepreneurial businesses around the world helping to plan and implement their strategies and growth plans.
Experience
Rupert is both a chartered accountant and a qualified HR professional, so has an unusual mix of experience when it comes to advising on the implementation of strategy. Previously Rupert was a partner of BDO for 16 years. He is the author of 7 books on growth, governance and management, the latest of which, Growing a Business, was published by The Economist in 2016. He currently sits on 3 boards as a non-executive director.
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