Programs for Wealth Holders

Act as enabler for sustainable development.

CSP’s trainings equip private wealth holders to act as enablers for sustainable development. In order to deliver programs of the highest quality, we collaborate with world-class academic institutions, organizations, and practitioners to create content that transforms research to action and action into a movement.

The trainings CSP offers for wealth holders are organized in a protected university environment free from conflict of interest. Our training offering for wealth holders is tailored for impact-driven next generation wealth holders and tech entrepreneurs and founders supported with on-demand programming offered for both groups.

Program for Wealth Holders Impact Investing for the Next Generation

For wealth holders looking to align their portfolio with their values. Build the knowledge, skills, and network to invest with confidence and an impact lens.

Program for Wealth Holders Investing for Systems Change

Moving beyond single investments to transform entire systems. A framework for deploying capital strategically to create lasting, systemic change.

Program for Wealth Holders How Leading Family Offices Grow Future-Fit with Impact

Peer-led deep dive into the inner workings of impact family offices. A blueprint to integrate impact into your investment and governance model.

Program for Wealth Holders CSP's Investing Lab

A hands-on, peer-learning experience built around a live portfolio: real capital, real due diligence, real investment decisions.

Program for Wealth Holders Integrating Philanthropy & Investing to Maximize Impact

October 26-29, 2026 At Stanford Center on Philanthropy and Civil Society (PACS), California, USA

Speak with us

Reach out to our Director of Programs, Marietta Chatzinota to find which program is best for your requirements.

Schedule a call with Marietta

Applied Research Investor's Guide to Integrating Philanthropy and Investing

The new Investor's Guide is coming up soon!

Applied Research Investor's Guide to Goals-based Investing and Philanthropy

A practical starting point for turning clear goals into coherent strategies across your portfolio.

Applied Research Investor's Guide to Impact Wealth Management

This guide provides a practical entry point for wealth holders looking to integrate impact into their wealth structures and investment portfolios.

Can't find what you are looking for? Explore our custom programs.

Occasionally for mission-aligned families, family offices and other organizations, CSP and its ecosystem run tailored learning and sharing convenings.

Learn more

Event CSP EPIC Private Wealth Gathering 2026

Elevate Purpose - Invest in Change - Activate Stewardship

Event Alumni & Friends Gathering: Connection, Reflection & Community

An immersive weekend to reconnect with the community, reflect on your impact journey with fellow wealth holders, and explore ways to drive change beyond money.

Programs for Wealth Holders