Course Details

Family Office Deep Dive
FINC-949-5
0.5 CR
Elective
PASS / NO CREDIT
Yes (may vary by section)
DESCRIPTION
The Family Office Deep Dive examines the rapidly growing influence of family offices as an emerging force in global financial markets. Much as private equity transformed capital formation a generation ago, family offices are redefining how private wealth is structured, governed, and deployed. This course explores that transformation — not merely as a financial evolution but as a human and strategic one, where wealth, governance, and legacy intersect. Through structured case discussions, critical thinking, and applied exercises, students analyze how families transition from operating enterprises to family offices, design governance systems, and deploy capital consistent with their purpose and values. Each session is grounded in a real-world case with clear learning objectives — integrating legal, financial, and governance insights.
PREREQUISITES
None
CONCURRENT
None