RETECH CENTER FAMILY OFFICE EXECUTIVE BOOTCAMP
The Certification in Family Office Leadership (FOL)
9 - 13 June 2025
École des Ponts Business School
Paris, France
About
PROGRAM OBJECTIVES
Connect Asia to the World
- Introduce Asia-based family offices and UHNW advisors to influential European and global investors.
- Broaden investment horizons through an immersion in Paris’s multifaceted financial landscape and the global innovation scene at VivaTech.
Hands-On Mastery of Key Topics:
- Family Governance & Succession: Explore best practices for multigenerational wealth transfer, leadership transitions, and conflict resolution.
- Regulatory & Tax Insights: Delve into European frameworks (particularly relevant to cross-border families), compliance requirements, and strategic asset protection.
- Risk Management & Controls: Equip participants with robust operational and reputational safeguards, including cybersecurity strategies.
- ESG & Impact Investing: Examine the rising importance of socially responsible investments and how to align family wealth with ethical, sustainable growth.
Immediate, Real-World Application
- Connect Asia-based family offices and UHNW advisors with influential European and global investors
- Broaden investment horizons through an immersion in Paris’s multifaceted financial landscape and the global innovation scene at VivaTech.
Featured Topics & Modules
Managing Family Dynamics
Succession & Wealth Transfer
Family Office Investments
ESG & Impact Investing
Regulatory & Tax Landscape
Risk Management & Controls
Confirm Your Participation
Secure your seat in the Family Office Executive Bootcamp in Paris this June to:
- Gain a 360° view of strategic family office leadership and wealth preservation.
- Access unparalleled networking channels at Europe’s finance and tech nexus, particularly Viva Technology.
- Earn valuable credits toward an Executive MBA from EDP Business School.
- Position yourself—and your organization—at the forefront of cross-continental investment collaboration and sustainable value creation.
Next Steps
- Enrollment & Registration: Visit our program page or contact our admissions team for details on fees, scholarships, and group rates.
- Pre-Program Preparation: Receive an orientation package and recommended readings to align participants’ background knowledge.
- Masterclass Commencement: Embark on a journey that merges elite academia, high-impact networking, and hands-on practice at the Paris-based Family Office Leadership Masterclass.
- Make Paris Your Gateway to Global Family Office Excellence: This June, join a dynamic cohort of Asia-based (and international) experts, harnessing the synergy of one of the world’s most influential financial capitals. From exclusive site visits to the innovation corridors of Viva Technology, the Certification in Family Office Leadership (FOL) promises an immersive, future-ready experience. Elevate your leadership profile, broaden your professional reach, and become a driving force in global wealth stewardship.
Agenda
Detailed Curriculum & Session Structure
Each day covers a balanced mix of lectures, discussions, and collaborative workshops:
Days 1–3
Core Learning & Expert Lectures
Time
Activity
9:00 – 9:30
Breakfast & Networking – Kickstart with informal meet-and-greets, forging early connections among peers and faculty.
9:30 – 10:00
Introductory Session – Setting the day’s objectives and clarifying the key learning points.
10:00 – 11:15
Lecture Session – In-depth coverage of critical topics (e.g., governance, tax, ESG, risk controls) led by high-caliber faculty.
11:15 – 11:30
Break – Time to recharge and connect with fellow participants or lecturers.
11:30 – 12:00
Group Discussion – Interactive peer-to-peer engagement; apply learned concepts to hypothetical scenarios.
12:00 – 13:00
Lecture Session – Continuation of specialized topics (e.g., trust structuring, multi-jurisdictional compliance).
13:00 – 14:00
Lunch Break – Opportunities for informal networking and one-on-one conversations with experts.
14:00 – 15:15
Lecture Session – Further deep dives into real-world case studies, facilitated by practitioners with 10+ years of experience.
15:15 – 15:30
Break – Short intermission to socialize or consult with lecturers.
15:30 – 16:30
Lecture Session – Deep exploration of advanced materials (e.g., philanthropic investments, technological innovations in wealth management).
16:30 – 17:00
Group Discussion & Wrap-Up – Recap the day’s insights and solidify takeaways.
Day 4
Industry Visit in Paris
Time
Activity
9:00 – 17:00
- On-Site Learning:
- Guided visits to Paris-based family offices, private banks, or notable wealth-management consultancies, allowing participants to witness operational best practices in action.
- Potential roundtable or Q&A sessions with firm executives, focusing on topics like regulatory strategies, trust services, or advanced risk management.
- Exposure to Investors at Viva Technology:
- By aligning with Viva Technology, participants can engage with Europe’s largest innovation event, exploring emerging financial tools, meeting global investors, and discovering joint-venture or startup partnerships in fintech, sustainability, and impact-investing realms.
Benefits & Outcomes
01
International Networking:
- Directly engage with leading European and global investors, building strategic partnerships.
- Meet innovative tech entrepreneurs and potential co-investors at Viva Technology.
03
Applied Skills & Credibility:
Develop actionable frameworks for immediate use in your organization—risk management, governance structures, multi-generational planning.
02
Cutting-Edge Knowledge:
- Leverage the latest insights from experts who have successfully navigated large-scale family offices and regulatory complexities.
- Understand new dimensions of capital deployment, from standard vehicles to emerging fintech and impact investments.
04
Strategic Growth for Asia’s Investors
- Capitalize on Europe's high-profile environment to broaden deal flow and build relationships that can scale your family office’s ambitions globally.
- Align Asia’s rapid growth potential with well-established European practices and networks.
Apply Now
REGISTRATION FORM
Submission Deadline
10 May 2025 - 11:59 PM
Further information please email: ev****@************ms.com
Please Note: Registration is subject to Advisory Board approval. Upon approval payment instructions will be provided
Registration Form:
Terms, Conditions & Cancellation Policy
- If you are unable to attend your place is transferable.
- Invoiced amounts are due in full and no refunds are issued.
- If you register but cannot attend, you will be provided with conference documentation.
- Rights are reserved to amend the conference program and schedule without notice.
- No responsibility from any costs occurred due to any changes or cancellations.
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