Harvard Professor on How to Not Bankrupt Your Family

I recently had the pleasure of speaking with Lauren H. Cohen, the L.E. Simmons Chaired Professor in the Finance & Entrepreneurial Management Units at Harvard Business School and a Research Associate at the National Bureau of Economic Research.

Professor Cohen is the Faculty Co-Chair and Designer of the HBS Executive Education course “Building a Legacy: Family Office Wealth Management,” designer of a first-of-its-kind MBA course entitled “How to Not Bankrupt Your Family,” and Faculty Co-Chair and Designer of the HarvardX Fintech course.

This conversation explores the topic of family office wealth management:

• Key criteria in deciding to set up a family office

• Running a family office

• Involving children in a family office

• Allocating capital across a portfolio of investments

• Longevity: how to protect wealth over many generations

(MOI Global members, access all features, including ways to follow up with Prof. Cohen.)