Master class
FROM YOUNG MONEY TO OLD MONEY
or how to structurize a family capital
FROM YOUNG MONEY TO OLD MONEY
or how to structurize a family capital
Gain the knowledge and confidence to effectively organize your family office, optimize your work, and achieve your financial goals. This comprehensive course offers practical strategies and real-life examples to help you improve your family office management.
Unlock the secrets of Family Office success
The course will help participants learn the principles of creating and managing a family office. You will learn how to effectively organize financial and management processes, ensuring the stability and prosperity of the family.
Intensive Masterclass in the Swiss Alps for investors, entrepreneurs, and founders who are planning to structure their capital in connection with an upcoming exit.
If you expect to gain significant capital soon — whether through selling your startup or company, or by receiving an inheritance — you should understand how capital is structured and what processes will shape your financial life afterward.
We are not taught in school how to manage capital — not even at universities. Every family office has developed its own path and strategies through experience.
We bring together experts who will share insights you won’t find online — not even from ChatGPT.
This exclusive masterclass is designed for families and entrepreneurs who want to protect their assets, explore new opportunities, and strengthen their decision-making skills.
During the strategic planning workshop, you will already take your first steps toward implementation.
This seminar offers not only content and practice but also personal interaction and deep exchanges with experts in Bitcoin, finance, taxation, technology, and family office management.
Expect daily sessions, recreational activities, wine dinners, and brainstorming evenings led by an experienced facilitator.
Your advantages:• Real, up-to-date experience that AI and the internet can’t teach you
• Exclusive access — direct dialogue with experts
• Practical implementation — a bit of theory, but immediately applicable strategies
• Clarity and Implementation — Gain not only deep insights but also practical tools and an actionable plan for managing your wealth, guiding your business decisions, and nurturing family well-being.
If you expect to gain significant capital soon — whether through selling your startup or company, or by receiving an inheritance — you should understand how capital is structured and what processes will shape your financial life afterward.
We are not taught in school how to manage capital — not even at universities. Every family office has developed its own path and strategies through experience.
We bring together experts who will share insights you won’t find online — not even from ChatGPT.
This exclusive masterclass is designed for families and entrepreneurs who want to protect their assets, explore new opportunities, and strengthen their decision-making skills.
- You will learn:all the existing strategies for preserving and transferring wealth that old-money families still use today;
- how crypto is reshaping the financial world;
- the fundamentals of English law for capital protection;
- how to educate heirs to manage inherited wealth;
- practical guidance on capital gains tax, relocation, and tax optimization strategies;
- real-life experience from a private family office owner and a multi-family office.
During the strategic planning workshop, you will already take your first steps toward implementation.
This seminar offers not only content and practice but also personal interaction and deep exchanges with experts in Bitcoin, finance, taxation, technology, and family office management.
Expect daily sessions, recreational activities, wine dinners, and brainstorming evenings led by an experienced facilitator.
Your advantages:• Real, up-to-date experience that AI and the internet can’t teach you
• Exclusive access — direct dialogue with experts
• Practical implementation — a bit of theory, but immediately applicable strategies
• Clarity and Implementation — Gain not only deep insights but also practical tools and an actionable plan for managing your wealth, guiding your business decisions, and nurturing family well-being.
Date
To be announced later
Duration
5 days, Wed - Sun
Location
Swiss Alps — exact venue to be announced
Number of Participants
Limited
To be announced later
Duration
5 days, Wed - Sun
Location
Swiss Alps — exact venue to be announced
Number of Participants
Limited
Explore a rich training program
Explore structured training in family management, investments, tax and inheritance with interactive exercises and case analysis.
- Family Trust creationLearn the key principles of asset protection and inheritance through a trust: from choosing a jurisdiction to drafting a trust agreement tailored to the family's interests.
- Setting up a Family FoundationLearn how to set up a family fund for investment, charity, or intergenerational wealth preservation - with a legal structure, purpose, and long-term strategy.
- Family Office lounchingFigure out which family office format is right for you - single or multi - and how to assemble an effective team or set up a digital infrastructure to manage family capital.
- Family Office as a PhilosophyExplore how to turn a family into a clan: from creating your own heraldry and history to forming shared traditions, values, and intergenerational identity.
Some families can restore their clan from history, while others will create a clan starting from themselves.
🌄 Extra Value Experience in the Swiss Alps
Beyond the program content, the masterclass offers exceptional added value:
-
NetworkingExclusive Networking — Meet like-minded individuals in a discreet and inspiring environment. Build meaningful relationships that extend far beyond the seminar itself. Cozy evening gatherings with a glass of wine and engaging conversations -
Rest and InspireSpend five unforgettable days with your family in the Swiss Alps, surrounded by breathtaking landscapes and a community of inspiring peers. Depending on the season and weather, you’ll enjoy scenic hikes, ski slopes, and other mountain activities together with your family and fellow participants. -
Healthy & MetaExquisite, delicious catering made from natural, locally sourced ingredients/
Rest and Physical Activity — Enjoy mindful breaks and walks in nature — perfect for processing new ideas and restoring balance.
Optional spiritual practices and yoga 🧘 sessions for those who wish to join
Our Tutors
Experts will share their deep experience
- Olha R.Family Office Philosophy
- To be announced laterTax Advisor
- To be announced laterFamily Office Owner & Manager
- To be announced laterWealth Manager
Is this course for you?
A course for family members, trustees and exiting founders wishing to organize their family office for the first time or to deepen their knowledge when taking over the management of a legacy office.
- Practical informationThe course contains up-to-date knowledge on setting up and managing a family office.
- For founders and novice investorsIdeal for those who want to effectively manage family capital
- Expert supportGet advice from tax, wealth management and investment professionals
Comfort for our Families
The masterclass will take place in a beautiful 10-room villa in the Swiss Alps. You may join either individually or as a couple — the price is the same for one or both spouses.
Solo participants who are open to sharing a room with another attendee will receive a small discount on accommodation.
If you wish to attend with your children, please let us know in advance — we’ll do our best to arrange separate family accommodation in a nearby house. We can also organize childcare and activities for your kids while parents participate in the masterclass.
All additional arrangements and costs can be discussed individually.
Solo participants who are open to sharing a room with another attendee will receive a small discount on accommodation.
If you wish to attend with your children, please let us know in advance — we’ll do our best to arrange separate family accommodation in a nearby house. We can also organize childcare and activities for your kids while parents participate in the masterclass.
All additional arrangements and costs can be discussed individually.
Book a place
Invest in your Family Office knowledge. Find out about the pricing for a course that will transform your financial management. Flexible payment options are available.
Swiss Alps Spot
Family room, incl. meals and drinks
743 CHF per day for couple
Total 3 716 CHF for 5 days for 2 person (housing, food, drinks incl.)
Master-class in Swiss Alps vacation
with famous proficient Mentors and extremely useful information
+ Expert consultation - 2 hours tailored to your family goals
Master-class in Swiss Alps vacation
with famous proficient Mentors and extremely useful information
+ Expert consultation - 2 hours tailored to your family goals
- Transportation and extra activities (such as skiing, etc.) are paid separately to the service providers.
Zurich Spot
incl. meals and drinks
446 CHF per day for singles
Total 2 231 CHF for 5 days in Zurich (food, drinks incl.)
with famous proficient Mentors and extremely useful information
+ Expert consultation 2 hours tailored to your goals
with famous proficient Mentors and extremely useful information
+ Expert consultation 2 hours tailored to your goals
- Transportation and living (such as hotel etc.) are paid separately to the service providers.
Online Basic Course
Saves time and increases focus
1 670 CHF
Video lessons
Online Access to materials
recommended to book at least 2 hours of personal consultation after the basic course to analyze your individual case. You will develop the strategy and plan for your family completely independently
Online Access to materials
recommended to book at least 2 hours of personal consultation after the basic course to analyze your individual case. You will develop the strategy and plan for your family completely independently
Personal Consultation
Due to your tasks
800 CHF per hour
Four experts will join forces in a single session or consult you sequentially to tackle your case from every angle.
Online or in-person in Zurich
Online or in-person in Zurich
Register now
Don't miss the opportunity to improve your future. Register today and begin the journey of learning and growth to effectively manage and protect your family's wealth.
Retreat-workshop
Roots & Futures Fund
Preserving the past, nurturing the present, building the future
Roots & Futures Fund
Preserving the past, nurturing the present, building the future
- Retreat in a serene villa in the Swiss Alps for 15 people.
- Disconnect from daily life to focus on family legacy.
- Create a system to manage family resources.
- Gain knowledge and practice family fund management over 3 days.
- Restore your family tree, traditions, and strengthen bonds.
- Lay a foundation for future generations.
