Enterprising Families: Learning and Leading Together™

at Columbia Business School - Morningside Heights

Course Details
$7,500 3 seats left
Start Date:

Wed, Dec 02, 8:30am - Dec 04, 5:30pm Eastern Time (3 sessions)

Morningside Heights, Manhattan
3022 Broadway Uris Hall
Btwn W 116th & W 120th Streets
New York, New York 10027
Class Level: All levels
Age Requirements: 18 and older
Average Class Size: 25

What you'll learn in this business training:

Family businesses are the oldest and most common form of business. Yet in today’s fast-changing, volatile, and global business environment, family businesses face unique challenges that are often complicated by factors specific to their structure and to families’ traditions, cultures, and interests.

Designed and delivered by the faculty who created Columbia Business School's official Family Business Program that enables students to understand all aspects of owning, managing, and working with family businesses, this three-day executive education program is delivered by faculty and adjunct professors with decades of experience advising family-owned firms.

Members of enterprising families who own shared assets, including operating businesses, family offices, investments, philanthropy, and more will learn how to view their business situation through time-tested frameworks that provide best practices and lessons learned from academia and practice.

By learning together, family members will be able to lead all that they do together more effectively, efficiently, and harmoniously. This program which takes place in New York City and on the Columbia University Campus is designed to draw families from around the globe who share common challenges across cultures.

In just three days, the Enterprising Families: Learning and Leading Together program will help you view your family’s business situation through time-tested frameworks that provide best practices and lessons learned from academia and practice. Business and investment managers will understand better how to work with and on behalf of others in the family. Family members who do not have formal roles will learn how to stay engaged and have their voices heard. Owners (directly or through trusts and holding structures) will gain perspective on how to understand their goals and expectations from family assets.

After the course you will be able to:
  • Better understand the unique opportunities and challenges of your enterprising family through analytical frameworks
  • Create an action plan tailored to your specific situation
  • Share your experience and learn from similarly situated families
  • Identify common goals with your family members, regardless of role, age, or gender
  • Understand how to be an active and engaged owner
  • Learn how to read and analyze financial statements and gain strategic insights into family investments and operating businesses
  • Learn how to implement structure and integrate best practices into your existing family enterprise
Upon completion of this program, you will earn three days towards a Certificate with select alumni and tuition benefits.

Program Structure
The program draws upon the deep resources of Columbia Business School’s Family Business Program to provide world-class instruction through interactive lectures, case studies, classroom exercises, and guest speakers. Some pre-reading is required but assignments will be completed during class time.

Day One focuses on understanding your current family situation from a new perspective. What do you own, and how does your family approach ownership across all assets? You’ll explore a case study that highlights ownership of a complex family enterprise from the family perspective.

Day Two will delve into business fundamentals for those who may or may not be involved in day-to-day operations and management. Managers and non-managers will learn best practices for family business in a way that goes beyond business and investments and into the heart of the family.

Day Three rounds out the topics with a focus on wealth management and organizational options such as family offices, two critical components of an enterprising family. Students will have an opportunity to reflect and create an action plan tailored to their specific needs.

Participant Profile
This course is designed for members of a family that own, operate and/or govern a complex family enterprise. The family enterprise may include one or more shared assets including an operating business, investments, joint philanthropy, or a family office. Multiple family members are encouraged to attend together.

Admissions Qualifications:
Successful candidates should have managerial experience and responsibilities matching a program’s “Who Should Attend” or “Participant Profile” description. All registrations are subject to approval by Columbia Business School.

Sample Agenda
Please note that sessions, breaks or faculty may be subject to change.

Day 1 Day 2 Day 3
8:00 am - 9:00 am
Registration and Breakfast
9:00 am - 9:30 am
Welcome, Introductions, Program
9:30 am - 10:30 am
Your Enterprising Family I
9:00 am - 10:30 am
Financial Management
9:00 am - 11:00 am
Wealth Management
11:00 am - 12:30 pm
Family Enterprise Ownership
11:00 am - 12:30 pm
Business Strategy and
11:30 am - 12:30 pm
Leading Together
Lunch: 12:30 pm - 1:30 pmLunch: 12:30 pm - 1:30 pmLunch: 12:30 pm - 1:30 pm
1:30 pm - 3:00 pm
Family Business Fundamentals
1:30 pm - 3:00 pm
Corporate Governance
1:30 pm - 3:00 pm
Your Enterprising Family II
3:30 pm - 5:00 pm
Family Culture and Dynamics
3:30 pm - 5:00 pm
Family Governance

Still have questions? Ask the community.

Refund Policy
Notification of withdrawal must be sent in writing to CourseHorse. Full refunds can be obtained up to 30 days before the program start date. Due to the costs incurred for program preparation and administration, any cancellations or requests for transfers or deferrals received 30 days or less from the program start are subject to penalty fees as described below. 
  • More than 30 days notice: 0% Cancellation – Transfer Penalty
  • 14 to 30 days notice: 30% Cancellation – Transfer Penalty
  • Less than 14 days notice: 50% Cancellation – Transfer Penalty
Columbia Executive Education, at its sole discretion, reserves the right to limit enrollments regardless of acceptance status. Individuals who have paid tuition but who are deemed ineligible to participate due to such enrollment limitations will receive a refund.

Requests must be submitted in advance to Columbia Business School Executive Education and will be reviewed on an individual basis, based on participant qualifications and lead time needed for any program pre-work.

Transfers: Transfer requests must be submitted to Columbia Business School Executive Education and must indicate the new dates and/or new program the participant wishes to attend. Transfers are valid only within one year of the original program start date.

Refunds: Any remaining balance of a cancelled program's payment can be applied to another Columbia Business School Executive Education program within one year of the program date. After one year, the balance is nonrefundable.

Full tuition is nonrefundable under these conditions:
  • The registrant or substitute does not enroll in another program within one year of the original start date, and/or
  • The registrant or substitute defers or transfers more than two times.


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Start Dates (1)
Start Date Time Teacher # Sessions Price
8:30am - 5:30pm Eastern Time Patricia Angus & Daniel Wolfenzon 3 $7,500
This course consists of multiple sessions, view schedule for sessions.
Thu, Dec 03 8:30am - 5:30pm Eastern Time Patricia Angus & Daniel Wolfenzon
Fri, Dec 04 8:30am - 5:30pm Eastern Time Patricia Angus & Daniel Wolfenzon

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