How Leading Family Offices Grow Future-Fit with Impact

The path to a high-impact legacy is often complex. Turning purpose into a rigorous operational reality or aligning diverse family interests are but a few of the challenges faced by the modern family office.

Designed exclusively for Principals and Single Family Office leadership, this program moves beyond theory, providing the rare, real-life examples and structural blueprints required to run a future-fit family office. A purpose-built curriculum that draws on a decade of CSP research and real-world case studies from impact-forward single family offices, such as VP Capital, for principals ready to explore or operationalize impact at the highest level.

Key aspects of the program

Not a traditional seminar: This is a highly confidential peer-to-peer laboratory designed for ambitious and impact-curious family offices.

Conflict-free and safe space: Capped at 15 participants (Principals and SFO Heads only), the program is hosted in a protected university environment with a strict non-solicitation policy to ensure privacy and allow for real, open conversations - often not possible in commercial wealth management circles.

Real-life examples: Forget theory for theory’s sake. Participants engage directly with impact-leading principals and CEOs who openly share the blueprints, learnings, and breakthroughs of their own impact transitions.

A Global peer network: The program integrates time for shared reflections, discussions and networking opportunities with peers and speakers to help build lifelong connections.

Actionable roadmap: Participants explore their own challenges, brainstorm solutions with peers and design their personal, post program roadmap for impact.

Interactive problem-solving: Sessions are interactive and built around participants’ challenges, prioritizing discussions and their questions over a pre-set slide deck.

The course laid a solid foundation for understanding different family governance structures and provided a clear path forward on what the best options are. I was inspired by the speakers!

Naiana Miranda
Next Gen investor, course participant

I attended the course with my two daughters. The course was perfect in providing us guidance and direction on managing our impact-focused family office. The program provided a great mix of examples and frameworks. We loved hearing the stories from others in a similar situation to us, in an informal and very welcoming format. The connections with, and candid sharing of experience of, other attendees and faculty were even more valuable!

Edmond Hilhorst
Family office principal, course participant

There is a lot one can read about impact and investments, however, learning from other families how they are walking their unique path of impact investment, with its ups and downs, struggles, and changes over the years, gave us the courage to take our first steps without having figured it all out. The high-level knowledge and insights that the CSP team members added offered an insightful theoretical framework. The balance between the practice and theory created an inspiring and deep learning experience for both our advisor and myself.

Anonymous female
Family office principal, course participant

Day 1 - Setting the scene

Meet your cohort peers and create a safe space where everyone feels comfortable sharing their journey.
Get first-hand operational lessons directly from the principals and families behind our lead case studies.
Access cutting-edge insights on how organizational design and governance drive impact, drawing from Oxford University’s Ownership Project 2.0.

Day 2 - Case study deep dive

Gain practical insights on tools and methodologies for rigorous impact measurement from our case studies, and the people behind them.
Explore the "internal architecture" of a future-fit office—from operations to staffing and culture—through personal journeys.
Get inspiration for engaging family members, setting up governance and decision making structures from peers.

Day 3 - Designing your roadmap

Get technical and explore deal flow and portfolio construction for each of the case studies
Reflect, discuss and share on how to navigate the complex landscape of advisor selection.
Design a personalized, actionable plan to integrate learnings into your family office's governance and investments immediately.
Use the cohort as a "personal advisory board" to solve your specific pre-program hurdles and blind spots.

Dr. Falko Paetzold

Founder CSP

Managing Director CCSP-HSG

Guus van Pujenbroek

Director Strategic and Family Matters

VP Capital - Single Family Office

Ana Pimenta

Chief Impact Strategist

Blink Impact

Moritz Kortekangas

CEO and Managing Director

Imladris – Single Family Office

Alexander Hayward

Ownership Project 2.0, Family Office Community Chair

Said Business School, University of Oxford

Explore how others do it

Every Family Office is different, each with their own impact journey. This is your opportunity to see how others do it. How they implement ideas, operationalize concept, and undertake governance.

impact-leading single family offices present their impact journey every year

family offices participate per year in an intimate setting

270+

alumni Join our global community of like-minded investors

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 22 to 24, 2026. 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 Marietta Chatzinota, Director of Programs

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

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.

Applied Research Ten Ingredients for Impact Investing

This report presents case studies from eight family offices and outlines ten key actions for families looking to align their investments with their values.