Home The Elements of the Program

The Elements of the Program

The Zurich Program

This year marks the 13th edition of this six-day educational event for 35 to 40 participants in Zurich. Focused on Family Governance and Financial Education, attendees have the opportunity to learn wealth management strategies from leading experts in the field as well as network with peers.

Family Forum

This series of one-day seminars will bring additional wealth management education and strategies to our clients in the region. Starting in 2014, the Tour has visited Mexico, Brazil, Chile, Peru, Uruguay and Colombia, with a total of 20 conferences attended by 1000 participants.

Activities throughout the Year

Getting together with other Program alumni and like-minded peers is a unique experience that draws from an enormous pool of knowledge about running a Family Business. We organize various family governance related activities, such as reunions or conferences in Latin America throughout the year. Participants have the opportunity to share experiences, know-how, best practices and widen their personal network.

What will you gain?


Financial education

Learn about the different types of investments and hear insights into managing family wealth from generation to generation.

Peer-to-peer networking

Work together with other participants and engage in lively discussions about Family Business and Wealth Management issues. Family governance Gain insight and knowledge about succession planning and handling the challenges such transitions pose.

Independent advice

Interact individually in one-on-one sessions with Professor Poza and Professor Cruz to discuss the unique challenges of your Family Business and to get professional advice.

General overview on Entrepreneur topics

Our series of White Papers aims to provide a comprehensive guide on Entrepreneur relevant content as Philanthropy, Family Office, Family Governance or Behavioral Finance. In collaboration with external research institutions and universities, we set value on developing our studies and impart the knowledge effectively to our clients.