Family Office Advanced Leadership Program

RSM Tony Wood Family Office Institute

Event details
Location

Cornell University, Cornell Tech Campus, Roosevelt Island, 2 West Loop Road,

New York, NY, 10044

Intended audience

Senior executives of single-family offices who lead multidisciplinary teams serving multigenerational families. Program applications are subject to review and approval.

Duration

The program is an 18-month cohort-based experience with four 2.5-day in-person sessions.

CPE Credit

Participants will earn a Cornell University certificate and approximately 60 NASBA-approved CPE/CPD credits upon completion of all four sessions.

Fee

Full program: $26,000. Per session: $8,000. Fee includes tuition, 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. Over 18 months, you’ll participate in four in-person sessions at Cornell University’s Tech Campus in New York City—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 offices 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 four sessions:


Session 1: Advancing your role as a family office executive

January 27–29, 2026

  • Implementing the new wealth mindset
  • Developing high-performing family office executives
  • Fostering critical thinking and influence for positive impact

Session 2: Navigating family and complex ecosystems

June 2–4, 2026

  • Leading through family systems and dynamics
  • Developing strategies for navigating conflict in families
  • Managing difficult conversations and communicating with impact

Session 3: Governance, agility and the future family office

January 26–28, 2027

  • Implementing and executing effective governance systems
  • Becoming an agile family office leader
  • Future-proofing your family office

Session 4: 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

Event details
Location

Cornell University, Cornell Tech Campus, Roosevelt Island, 2 West Loop Road,

New York, NY, 10044

Intended audience

Senior executives of single-family offices who lead multidisciplinary teams serving multigenerational families. Program applications are subject to review and approval.

Duration

The program is an 18-month cohort-based experience with four 2.5-day in-person sessions.

CPE Credit

Participants will earn a Cornell University certificate and approximately 60 NASBA-approved CPE/CPD credits upon completion of all four sessions.

Fee

Full program: $26,000. Per session: $8,000. Fee includes tuition, program materials and meals. Travel and lodging are not included.

Register your interest

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