Finance & Banking · Investment Management

Family Office: Multi-Generational Wealth & Investment Governance

Simulation where participants serve as CEO/CIO of a $500M single-family office in Colombia, navigating governance design, asset allocation, family conflict, succession crises, and philanthropy strategy across five decision rounds spanning 18 months.

5 rounds Executive English, Español

Preview

About this simulation

Simulation where participants serve as CEO/CIO of a $500M single-family office in Colombia, navigating governance design, asset allocation, family conflict, succession crises, and philanthropy strategy across five decision rounds spanning 18 months. Teaches that family office management is 80% governance and relationship management, and only 20% investment management.

Who it is for

An advanced simulation for participants used to working with the main frameworks and trade-offs of the subject, designed for executive education and experienced professionals.

How a session runs

  1. The instructor creates a session from the Eureka dashboard and invites the participants.
  2. Participants play 5 rounds. In each one they submit their decisions and the simulation calculates the results.
  3. The simulation can be run in English, Español.
  4. The instructor follows each participant's progress and results from the dashboard, and uses the class results for the debrief.

Decisions participants make

The decisions participants make during the simulation:

  • Governance Focus
  • Diversification Rate
  • Family Consensus Priority
  • Next-Generation Voice

What participants track

What participants follow on screen as the rounds go by:

  • Breaking Development

Subjects covered

Designed for courses in Investment Management.

  • Portfolio Theory (Markowitz)
  • Asset Allocation & Investment Policy
  • Alternative Investments (Hedge Funds, PE, VC, Real Assets)

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