The Total Wealth Approach to Multigenerational Wealth-building

No family wealth strategy is complete without planning for all of the family’s assets and activities in an integrated way to help the family achieve its big ambitions.

Learn how to think about family wealth-building in a new and complete way. You will increase your depth of knowledge of the integrated and strategic drivers of growing multigenerational wealth, and apply the total wealth approach to your family’s wealth strategy.

The Cambridge Family Enterprise Group invites you to our LIVE, ONLINE PROGRAM Compounding Your Family’s Wealth: April 2-4, 2025.

Long-term Success for Family Enterprise Wealth

Growing a family’s total wealth over generations integrates all of a family’s collective assets and investments, including operating businesses, financial investments, family assets, and costs.

During our time together, you will learn how to strategically design and lead your family enterprise's multigenerational wealth portfolio.

I highly recommend this program to all families who want to understand the issues and challenges of continuing to increase financial wealth for the entire family.
- 1st generation family business

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Hear From Our Esteemed Faculty

Professor John A. Davis, Program Chair; Founder and Chairman, Cambridge Family Enterprise Group

Patricia Annino, Senior Advisor and Associate Partner, CFEG

Dr. Arvind Bhambrir, Associate Professor of Management and Organization, USC Marshall

Craig Cognetti, Senior Advisor, CFEG

Martin Liechti, Teaching Fellow, Cambridge Institute for Family Enterprise; Partner and Advisor, Parkview Group

Larry Peck, Senior Advisor, CFEG

Learn the ingredients to build long-term family value in this program:

  • How to design, lead, and oversee your family’s total wealth strategy
  • Heighten your understanding of diversification and integration across your entire total wealth portfolio
  • Deep-dive into operating company diversification, liquid investment diversification, direct investments, integrating diversification across asset classes
  • Understand the inheritance plans, ownership, governance, talent, and unity considerations that families need to develop to execute and monitor their total wealth strategy

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Registration Information

This is a live, online program offered during fixed dates and times. Participants attend live.  Space is limited

Tuition before February 21, 2025

  • $3,300 USD for the first participant, and
  • $2,800 USD for each additional person from the same family or company

Tuition after February 21, 2025

  • $3,800 USD for the first participant, and
  • $3,300 USD for each additional person from the same family or company

Space is limited so register today

In U.S. Dollars.

Who Should Attend? Wealth creators, family members, and governance members of multigenerational family enterprises around the world.

Teams of 3 or more people are encouraged, including:

  • Family members who are pivotally engaged in making investment decisions or strategic planning for the family’s wealth
  • Family leaders and governance members who are motivated to learn ways to elevate their wealth strategy
  • Next generation members who are being positioned to step into active strategic roles related to the family enterprise or wealth portfolio
  • Non-family investment officers and investment committee members may attend if accompanied by one or more family members

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