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Masterclass Overview

The Masterclass is the definitive course on Family Offices in Canada. It is an intensive in-person learning program designed specifically for families seeking to deepen their knowledge and understanding of the foundational elements of successful family offices.

 

Inspired by families, it is a closed-door, expert-led experience, tailored for a select group of advisors. Participants will benefit from a collaborative environment where they can engage deeply with experts and peers with similar circumstances, to contribute meaningfully in collaborative, multi-disciplinary environments where the generational relationships, continuity and decision-making dynamics are complex.

 

 

CONNECT. LEARN. EXCEL. This is a different approach to learning, unlike any you’ve experienced

 

This Masterclass is an immersive experience designed specifically for advisors navigating the complexity of working with ultra-high-net-worth families. It creates the space for participants to deeply examine the evolution of the family and the family office, unpack the complexities of family dynamics, and refine how they integrate themselves meaningfully within the broader family system and family office structure.


Guided by an exceptional faculty that brings together leading thinkers and seasoned Family Office executives, and grounded in the collaborative spirit of Cambridge, the Masterclass fosters an environment of trust, reflection, and shared insight. By bridging perspective with lived experience, it enables advisors to move beyond technical expertise toward truly relational, system-aware engagement.

Through this experience, participants will develop:  

STILL UNSURE? Connect With Us to Learn More

Hear how our participants describe the practical benefits of our programs.

Mike Howe

Director, Family Office Learning Programs