This 3-month hybrid program is designed for senior finance professionals seeking to enhance their product knowledge and advisory leadership skills. It combines in-person intensives in Bozen with flexible online modules to build cutting-edge capabilities in capital strategy, family governance, and influence.
Course fee (plus VAT):
Part I) September – Capital Strategy & Private Markets Mastery
In-Person Session 1 (Bozen – 2 Days)
Theme: The Architecture of Capital in Modern Wealth
Day 1 – Private Markets: Tools of the Modern Advisor
Introduction to PE, VC, and real assets in a family office context
Deal structures, performance metrics, fee transparency
Case Study: Co-investing in mid-cap European firms
Day 2 – Portfolio Construction & Strategic Allocation
Integrating private and public assets in advisory models
Advanced asset allocation simulations
Scenario workshop: Building a portfolio with long-term illiquidity constraints
Learning Outcomes:
Confidently discuss private markets with UHNW clients
Understand direct deal mechanics and their implications for risk-return
Articulate diversified portfolio strategies including illiquid exposures
Distance Learning:
– 3 online lectures with assignments
– 3 follow up online sessions with assignment presentations
– Peer-reviewed portfolio models
Part II) October – Family Capital Stewardship & Governance
In-Person Session 2 (Bozen – 2 Days)
Theme: Leading with Legacy – Structuring for Generations
Day 1 – Governance Frameworks for Family Wealth
Family charters, decision frameworks, and shared vision alignment
Conflict resolution models across generations
Case analysis: Transitioning control without eroding relationships
Day 2 – The Psychology of Family Capital
Next-gen engagement: Coaching vs. commanding
Identity, influence, and “money stories” in legacy discussions
Interactive lab: Constructing a next-gen readiness plan
Learning Outcomes:
Map out governance and succession plans for family office clients
Navigate emotional dynamics of wealth transitions
Serve as a trusted bridge between generations
Distance Learning Modules
“Stewardship Over Success” – 3-part micro-series with expert interviews
Simulation: Drafting a succession checklist & legacy briefing
Optional reading group: Family Wealth by James E. Hughes Jr.
Part III) November – Innovation, Influence & Digital Tools
In-Person Session 3 (Bozen – 2 Days)
Theme: Positioning Yourself as a Strategic Advisor
Day 1 – Innovation & Influence in Wealth Advisory
Strategic foresight: spotting opportunities in change
Influence without authority – stakeholder dynamics in family offices
Live session: Crafting and pitching a transformational investment idea
Day 2 – Communication Mastery & Digital Edge
Storytelling for capital stewards: logic, emotion, and trust
Digital tools demo: AI assistants, reporting dashboards, portfolio visualizers
Executive presence coaching (recorded + live feedback)
Learning Outcomes:
Enhance advisory influence through insight-driven communication
Apply technology to improve client interaction and efficiency
Deliver high-impact pitches that resonate with client values
Distance Learning Modules
“Advisor of the Future” toolkit: storytelling, digital reporting templates
Portfolio reporting challenge: create and present a 1-slide investment review
Bonus session: Virtual keynote with a former CIO of a major family office
Final Assignment: Group Assignment Build Your Strategic Advisor Playbook – including personal philosophy, governance plan, portfolio strategy, and communication blueprint.
The lecturers leading this program are distinguished professionals who bring a rare blend of academic excellence and real-world experience. Each session is guided by experts with deep roots in both scholarly research and high-level industry practice, ensuring participants benefit from insights grounded in theory and tested in the field. With backgrounds spanning private markets, family governance, and digital innovation, they have advised family offices, led strategic investment initiatives, and taught at respected academic institutions. Their teaching approach combines rigorous content with a pragmatic, advisor-centric mindset, making them uniquely equipped to prepare participants for the complex challenges of modern wealth management.
More details are provided on request in the program brochure.
Empowering senior finance professionals for the new era of private wealth and family capital.
Dates:
September – November 2025
Terms of payment: 100% payable upon registration.
Refund: If you can no longer attend a program, please email a withdrawal request to the program director. You will be eligible for a refund if you submit the request at least 30 days before the program start date.
