Wealth Management and Philanthropy Strategy for a Family Office
Overview
What this challenge is about.
Propose a $400M family office strategy balancing growth, preservation, and philanthropy with sibling governance. Earn a verifiable certificate.
The scenario
The family, the Tans, are first-generation wealth creators. They have no formal investment policy. The siblings have different risk tolerances: eldest (risk-averse), middle (growth-oriented), youngest (impact-focused). They have donated informally to education and healthcare.
The Brief
What you'll do, and what you'll demonstrate.
How to create a unified wealth management and philanthropy strategy that accommodates divergent preferences and establishes a lasting legacy?
Earning criteria — what you'll demonstrate
- Analyze the interplay between family values, wealth preservation, and philanthropy
- Design investment strategies that accommodate multiple risk profiles
- Develop governance structures for family offices and foundations
- Evaluate impact investing opportunities and trade-offs
- Create a long-term wealth plan that balances family and societal goals
Program Fit
Where this fits in your program.
Sharpens the same skills your degree expects you to demonstrate.
Family Business Management
Master · Entrepreneurship
Strong alignment
This challenge maps to Family Business Management at the Master level. It sharpens the same practical skills your coursework expects — but in a real industry context with actual constraints and deliverables.
Skills
Skills you'll demonstrate.
Each one shows up on your verified credential.
- Asset Allocation
Apply asset allocation to solve real industry problems and demonstrate production-level capability.
- Philanthropy Strategy
Apply philanthropy strategy to solve real industry problems and demonstrate production-level capability.
- Family Governance
Apply family governance to solve real industry problems and demonstrate production-level capability.
- Impact Investing
Apply impact investing to solve real industry problems and demonstrate production-level capability.
- Risk Management
Identify, assess, and mitigate risks across business operations and projects.
Careers
Career paths this challenge builds toward
Completing this challenge demonstrates skills that transfer directly to these roles: