Speak with us
Curious to find more about the program? Speak with our Director of Programs, Marietta Chatzinota, and explore more about the program.
The path to a high-impact legacy is rarely straightforward. Turning purpose into operational reality — aligning diverse family interests, navigating advisors, measuring what truly matters — these are the real challenges facing the modern family office.
Designed for Principals and Single Family Office leaders ready to move beyond theory, this program provides the rare, real-life examples and structural blueprints required to run a future-fit family office. Not a seminar. Not a conference. A purpose-built curriculum where the families doing this work share how they do it. The decisions, the trade-offs, the governance structures that hold. Each edition brings together a new cohort, a curated set of case study families, and the tools to build a real, actionable plan for your office.
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 principals and SFO executives. A protected setting with a strict non-solicitation policy and CSP's proven circle-of-trust format.
Real-life case studies: Participants engage directly with impact-leading principals and CEOs who share the blueprints, learnings, and real dilemmas behind their own impact journeys.
A global peer network: Each cohort connects participants with a growing global community of 270+ principals and family office leaders working on the same questions.
Actionable roadmap: You leave with a personalized, post-program roadmap, built with your peers and grounded in your specific context.
Interactive problem-solving: Sessions are interactive and built around participants’ challenges, prioritizing discussions and their questions over a pre-set slide deck.
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.
The Program in numbers
3
leading family offices in each program
15
family offices participate in each cohort
270+
alumni Join our global community of like-minded investors
Find a program near you
Same framework. Different communities, cities, and sometimes languages.
Program for Wealth Holders
Das Zukunftsfähige Family Office - Munich
10–11 November 2026 | Munich | Auf Deutsch. German-language program for DACH principals and single family office executives.
Program for Wealth Holders
How Leading Family Offices Grow Future-Fit with Impact - Amsterdam
Amsterdam | June 2 - 4, 2027 | Following a sold-out 2026 edition in London. Same faculty, same case study lineup.
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 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
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