Cambridge Institute Masterclass on Family Office Designs

“Through decades of advising ultra-high-net-worth families, I’ve seen how challenging it can be to evaluate and choose the right family office model — especially after a major wealth event or during generational transition. Too often, families receive advice shaped by providers’ interests rather than their own.

This Masterclass was designed to fill that gap. It offers a neutral, immersive environment where families can clarify their goals, explore a full range of models, and make informed decisions — whether they’re starting fresh or reassessing an existing structure. It also delivers practical education on core family office functions — investments, tax, philanthropy, governance — so families better understand what they need and why.

We built this program to reflect real-world family dynamics, not abstract theory. I’m proud to have helped shape the Masterclass and look forward to sharing it with families navigating these pivotal decisions. With expert guidance, peer learning, and tailored tools, the Masterclass empowers families to move forward with clarity and confidence.”

The Masterclass offers participants a private and safe environment to learn the tools, assess the need for a Family Office and analyze the diverse types of Family Office models to select the right one to meet their needs and goals. 

Highlights & Key Benefits Include