Who Should Participate
“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.”
- Tom McCullough
The Family Office Course
The Masterclass guides families through critical self-reflection on their history, values, and goals while delivering time-tested frameworks for family office structure(s). Drawing on decades of collective wisdom, participants master decision-making tools and forge connections with families charting similar paths.
Who Should Participate
The Masterclass is a private gathering designed specifically for families seeking to deepen their knowledge and understanding of lasting family office structures and their core elements.
Participants will include but are not limited to the following:
- Families with an existing Family Office (MFO,SFO,VFO, other) looking to benchmark against best practices
- Families with an existing Family Office (MFO,SFO,VFO, other) that are looking to evolve or update their structure and approach
- Next generation family members who would like to educate themselves and engage on a deeper level
- Those new to the Family Office world; seeking education and understanding
All participants will be vetted by the Faculty and Program Director to ensure the Masterclass is the right fit for them. If your family is interested in participating, please contact Mike Howe - Director, Family Office Learning Programs.
A Collaborative Learning Experience
The Masterclass is uniquely designed to be a retreat-style, small group, collaborative learning experience.
Family Participation is Encouraged
The Masterclass is most effective when members of the same family participate together. We strongly recommend team attendance – for example, family teams spanning multiple generations, siblings, cousins, and/or key non-family executives (who must be accompanied by a family member).
Note: To ensure a diversity of perspectives and optimal community building we must limit the participation of family members to 4 per offering.
Learning Environment & Objectives
The Masterclass offers a unique blend of expert instruction, interactive workshops, and peer networking, fostering deep understanding and collaborative solutions. The curriculum was developed for participants to:
- Explore the 5 Elements of Family Wealth Management in successful Family Offices
- Evaluate unique features of their family that impact structure and operations
- Understand the key considerations and critical needs of a Family Office
- Gain practical insights on how to manage key functions from experts and family office leaders
- Benchmark their thinking and learn practical applications to return home with
- Identify methods and best practices for working with advisors
- Learn alongside and build lasting relationships in a neutral, retreat-style environment with families facing similar opportunities and challenges
Participants will analyze how diverse models, from fully outsourced solutions to dedicated single family offices, establish key elements to ensure success regardless of size or complexity.
Registration Information
Participation Fee
The participation fee includes:
- Your (individual) accommodation for three nights at 124 on Queen
- Receptions, meals & refreshments
- All sessions and access to the Reading Materials
- Course workbook
- Post-program virtual follow-up meeting
Participants are expected to stay at 124 on Queen during the Masterclass, as the interplay within the group is an important component and benefit for all participants.
Please note that you will be responsible for making your way to and from the hotel.
To learn more about the participant fee, please contact Mike Howe - Director, Family Office Learning Programs.
Reading Materials
In the lead up to the Masterclass, you will receive periodic emails to view the Reading Materials and access assessment tools and surveys to help shape your educational journey with the content.
You do not need to bring the online materials to the sessions – all course materials will be provided with the course workbook when you arrive.
Chatham House Rule
The Masterclass operates under the Chatham House Rule and everyone agrees to abide by its terms. “When a meeting, or part thereof, is held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed”.
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