Strategy
Wealth Management and Philanthropy Strategy for a Family Office
Overview
What this challenge is about.
You are a wealth management intern at the family office. Your task is to propose a comprehensive strategy covering asset allocation, risk management, and a philanthropic framework. Success means a plan that balances growth, preservation, and impact, and includes a governance structure for the foundation. Constraints: total assets $400M; annual spending target for family and philanthropy $15M; must involve all siblings in decision-making.
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.
Skills
Skills you'll demonstrate.
Each one shows up on your verified credential.
Careers
Roles this prepares you for.
Real titles. Real skill bridges. Pick the one closest to your trajectory.
Career mappings coming soon.