What do leading family offices really do differently? This program gives principals and single family office executives from the DACH region an unusually candid look inside the decision-making logic, organizational structures, and real dilemmas around responsibility, genuine impact, and long-term resilience.
Conducted entirely in German, it operates in a fully protected, peer-only environment, exclusively for principals and single family office executives. Organized in partnership with the University of St.Gallen (HSG), this is the only program of its kind for the German-speaking family office community.
Key aspects
Auf Deutsch: Conducted entirely in German. Exclusively for principals and single family office executives from Germany, Austria, and Switzerland.
Safe space built on trust: CSP's proven circle-of-trust format. A protected setting with a strict non-solicitation policy. What's shared in the room, stays in the room.
Your questions drive the agenda: Sessions are interactive and built around participants’ challenges, prioritizing discussions and their questions over a pre-set slide deck.
Real case studies, not theory: Aurum Impact, WEGA Invest, and Viessmann Generations Group share their actual journeys. The goals they set, the structures they chose, and the trade-offs they made.
Your roadmap: You leave with an individualized action plan, developed with your peers and grounded in your specific context.
A 2.5-day format
An optional pre-program workshop on Monday, the core program on Tuesday, and a deepening session on Wednesday.
Monday, 9 November: Optional Pre-Program
Workshop with Toniic, including CSP core content covering: Identity and wealth, integration of philanthropy and investments, systemic investing frameworks (CSP / MIT / TransCap Initiative), and impact wealth management (CSP / University of St.Gallen / The ImPact).
Optional dinner with Toniic, Together Foundation, and CSP communities.
Tuesday, 10 November: Core Program
- Setting the scene: getting to know the group, establishing ground rules, building a circle of trust.
- Case study round 1, Defining clear goals: How do leading family offices set goals around impact, financial risk, and return? What are the real trade-offs?
- Lunch: curated peer-sharing and coaching around participant questions.
- Case study round 2, Organizational structures and stakeholder management: Which structures have they set up? What options did they not choose? How do they involve family members and external parties?
- Implementation approaches, part 1: concrete pathways to embedding future-fitness in your portfolio.
- Dinner: curated discussion with guest contributions.
Wednesday, 11 November: Deepening and Roadmap
- Recap of core insights from day one.
- Two-track format: implementation approaches for larger vs. smaller structures.
- Lunch: curated peer-sharing around participant questions.
- Case study round 3, Deal flow and working with advisors: How do Aurum Impact, WEGA Invest, and Viessmann curate and evaluate investment opportunities? What are their experiences working with banks and advisors?
- Implementation approaches part 2, Building your individual roadmap: What are your current capacities? How do you expand them? What does your implementation plan look like?
- Dinner: community building.
Meet the experts and case study leads
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