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Program for Wealth Holders

How Leading Family Offices Grow Future-Fit with Impact

New dates in 2026 will follow soon. In Zurich, Switzerland.

When
New dates will follow soon
Where
Zurich, Switzerland

Deep-dive into how experienced impact-oriented principals and family office managers operate, for real.

This unique program, in partnership with impact-forward single family office VP Capital, empowers private wealth holders to understand how others, sometimes very differently positioned, wealth holders think and structure their processes to run an impact-oriented family office.
 

The course draws on CSP’s eight years of experience helping wealth holders develop and implement sophisticated, sustainable investment strategies with impact at their heart. Specifically catered to the needs and challenges of principals and single-family office leadership, this purpose-built training showcases how various impact family offices have operationalized impact investment to equip family offices for their next move. The course is exclusively targeted at wealth holders with family offices and senior staff of single family offices. 

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Key aspects about the program

Focus - Strictly taking the perspective of wealth holders and single family office managers

Format - Fully interactive with deep discussions, answering the questions of all participants

Cases - Impact-leading wealth holders or family office executives sharing openly and in detail about their own setups

Setting - Protected university environment free of conflicts of interest (strictly non-solicitation) and all discussions under Chatham House Rule

Cohort - An intimate setting of a maximum of 15 families, upon invitation only. 

Meet the experts

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Find more about this unique training program

Deep-dive into how experienced impact-oriented principals and family office managers operate, for real.

Schedule a call

The Program in numbers

FAQ

Who is this program designed for, and are there any prerequisites?

This program is designed for private wealth holders at all levels—whether you're just beginning your journey in impact investing or looking to take your approach to the next level. Through an in-depth exploration of how experienced, impact-oriented principals and family office managers actually operate, participants gain practical insights grounded in real-world practice.

Offered in partnership with VP Capital, a leading single family office with a strong impact focus, the program offers a rare opportunity to understand how other wealth holders—often with very different contexts—think, structure, and manage their impact strategies. By comparing diverse approaches, participants are equipped to identify and tailor the practices that best fit their own goals and circumstances.

What is the time commitment, and how is the program structured?

The program runs over 2.5 days, from June 23 to 25, 2025, in Zurich, Switzerland.

Participants engage in a thoughtfully designed mix of formats, including:

Unconference sessions
An open forum where participants explore their key questions and begin shaping what it means to build a future-fit family office.

Research insights
Featuring leading academics in their respected fields, this segment offers the latest findings from academic research tailored to practical application.

Case studies
Real-world examples shared by single family office representatives offer direct insight into how others navigate impact strategy and decision-making.

Peer learning and exchange
Interactive discussions about next steps—finding the right advisors, networks, or team members—to move forward in your unique impact journey.

What are the learning outcomes of the course?

Understand deeply how experienced impact-oriented principals and family office managers develop their impact strategy, assess deals, build teams, work with advisors, and engage their family.

What makes this program unique compared to other impact investing courses?

The course is an exclusive training program explicitly designed and built entirely around the perspective of wealth holders and single family office managers.

The cohort is limited to 15 families, ensuring a fully interactive format with space for deep, meaningful discussions.

Held in a protected university environment, the course is free from conflicts of interest and adheres to a strict non-solicitation policy. All conversations occur under the Chatham House Rule, creating a trusted space for open and honest exchange.

Will I leave the program with a concrete action plan, and what kind of follow-up support is provided?

Following the program, participants will be invited to apply to join the CSP alumni community, providing ongoing access to valuable networking opportunities, collaborative projects, and knowledge-sharing forums. This tailored ongoing support is designed to help participants maintain momentum and refine their impact strategies over time.

What is the cost, and what’s included?

The program fee is CHF 4,920 / EUR 5,280 per person or CHF 9,970 / EUR 10,700 for three people of the same family or family office.

This all-inclusive fee covers the full program, materials, networking dinners, daily lunches, field visits, and a physical and digital badge certification upon program completion. Travel and accommodation are not included.

What is the application and selection process?

To maintain our community's exceptional quality, all candidates participate in a personalized 30-minute introductory call to assess their eligibility and fit, and discuss their goals and the program curriculum. The program primarily welcomes participants through recommendations from our alumni and partner community. Upon determining a good fit by both parties, the registration form is issued. A seat in the program is confirmed upon receiving payment of the program fee. The cohort size is capped at 15 families represented by senior family office staff and principals.

For further information, please contact the Program Lead, Marietta Chatzinota 

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Speak with us

Curious to find more about the program? Speak with our Director of Programs, Marietta Chatzinota, and explore more about the program.

Schedule a call with Marietta

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