Navigating Your Family Office

Professor Peter Vogel
Director of the Global Family Business Center and Debiopharm Chair for Family Philanthropy, IMD Business School; Senior Advisor and Associate Partner, CFEG
Professor John A. Davis
Founder and Chairman, Cambridge Family Enterprise Group; Senior Lecturer and Faculty Director, Family Enterprise Programs, MIT Sloan School of Management
Martin Liechti
Senior Advisor and Associate Partner, Cambridge Family Enterprise Group
Courtney Collette
Partner, and Head of Education & Research, CFEG
This webinar originally took place on January 18, 2024 with the Institute for Management Development

Please visit our Virtual Services page for more information on upcoming webinars and digital resources.

Recent years have seen a huge rise in the number and variety of family offices. A fun and engaging toolkit for families and their advisors, Family Office Navigator offers enterprising families a comprehensive and practical guide to design a modern family office that considers the complexity of their family, wealth, and enterprise in turbulent times.

It is a collaboration between IMD Business School, Cambridge Family Enterprise Group, and the Family Business Network.

Director of the Global Family Business Center and Debiopharm Chair for Family Philanthropy, IMD Business School; Senior Advisor and Associate Partner, CFEG

Peter Vogel is Professor of Family Business and Entrepreneurship and holder of the Debiopharm Chair for Family Philanthropy at IMD Business School in Lausanne, Switzerland. He is also the Director of IMD’s Global Family Business Center. Peter works with families, owners, board members and executive teams of family enterprises and family offices globally. The focus of his work is around governance, change, strategy and organizational renewal, succession planning, board and leadership development and entrepreneurialism. Peter has published in academic journals, has written books and is frequently referenced by leading newspapers and other media outlets (e.g., HBR, CNN, FT) around the world and he is a sought-after keynote speaker at global conferences (e.g., TEDx, Global Economic Symposium). Peter is the founder and non-executive Chairman of the Delta Venture Partners AG and is an Associate Partner of the Cambridge Family Enterprise Group (CFEG).

 

John Davis, CFEG
Founder and Chairman, Cambridge Family Enterprise Group; Senior Lecturer and Faculty Director, Family Enterprise Programs, MIT Sloan School of Management

John A. Davis is a globally recognized pioneer and authority on family enterprise, family wealth, and the family office. He is a researcher, educator, author, architect of the field’s most impactful conceptual frameworks, and advisor to leading families around the world. He leads the family enterprise programs at MIT Sloan. To follow his writing and speaking, visit johndavis.com and twitter @ProfJohnDavis.

Senior Advisor and Associate Partner, Cambridge Family Enterprise Group

Martin Liechti is a senior advisor and associate partner at Cambridge Family Enterprise GroupBased in Zurich, Mr. Liechti is a partner with Parkview Ltd., a privately-owned, global wealth management firm. He is a veteran of the wealth management industry, with over 30 years of experience as an advisor and leader. During his career at UBS, Mr. Liechti advanced from a client advising function to General Manager, leading a team of 1600 bankers throughout the Americas.

Partner, and Head of Education & Research, CFEG

Courtney Collette is a Partner and Head of Education & Research at Cambridge Family Enterprise Group (CFEG). Since 2011, she has led its education programming, research studies, and publications. She designs curricula for seminars, workshops, and online courses for family enterprise audiences worldwide. She has authored several publications on family enterprise, including articles, Harvard case studies, and the book, Next Generation Success. Ms. Collette spent over a decade as a trusted advisor to business families on governance, succession, next generation readiness, and family unity.