For Families · The Next Generation
Preparing the next generation to run the family business.
Family wealth is built by one generation and kept by the next. We prepare heirs to lead in all three of their future roles: as managers, as owners, and as members of the family.
For Families Planning the Succession
Three Future Roles
Swiss Finance Academy and Swiss Finance Institute®, the educational firms of the Swiss Finance family, prepare the heirs to family enterprises to run a business properly, invest with discipline, and lead in all three of their future roles: as managers, as owners, and as members of the family.
Programs are practitioner-led and educational in purpose. Applications and enrollment are handled by the Academy and the Institute under their own terms.
Curriculum
What Heirs Learn
Eight areas, in the order families tend to need them. It begins with the family enterprise, not with a finance career.
Family Enterprise and Legacy
Working together across generations, family dynamics and governance, a legacy strategy for a successful entrepreneur, and building a family office.
Entrepreneurship
Launching, scaling, and acquiring businesses, and the groundwork of starting a private equity or hedge fund.
Investing and Wealth
Asset allocation, global macro, preserving wealth across cycles, and tax fundamentals.
Investment Banking and M&A
Valuation, deal structuring, and buying and selling companies.
Accounting, Finance and Legal Affairs
From simple financial statements to cost control and managing a company’s legal affairs.
Strategy Consulting
Strategy, operations, and the discipline of structured problem-solving.
AI and Technology
Applying AI, quantitative methods, and technology across business and markets.
Leadership and Management
Leading people and managing an enterprise as the next generation takes over.
Owner and Manager
Both Sides of the Table
Most heirs will one day sit on both sides of the table: as the owner who sets direction, and as the manager who has to deliver it. The curriculum is built for that. It begins with the family enterprise, its governance and its legacy, then adds the disciplines an owner needs to judge a business, a deal, or an investment properly.
Parents are part of the conversation from the start. A program is shaped around the candidate’s stage, objectives, and available time.
Pathways
A Pathway for Every Stage
Candidates under 18 attend in-person components only with guardianship arrangements in place.
Ages 16 to 17
Modules and Capstone
Practitioner-led online modules with a Capstone week in residence, with guardianship arrangements for candidates under 18.
Gap year
A Tailored Arc
Modules and Capstone, or a program structured around the candidate’s background, objectives, and available time.
University, 18 to 23
Modules, Capstone and Career Services
Built alongside a degree, with longer time in residence and career services available.
Graduates and career changers
The Institute Residency
Two months to a full year of analyst-level training on real transactions and live market data, with practitioner mentoring and career services.
Credentials and Admission
Issued Rarely, Admitted Selectively
Credentials, Issued Rarely
Completion earns a Swiss Finance Institute® credential. Further designations are awarded only where track and assessment standards are met. Their weight comes from how rarely they are issued.
Admission Is Limited
Cohorts are sized to what supervising practitioners can mentor effectively, and admission standards do not move to fill seats.
Where Programs Are Delivered
The Academy and the Institute
Swiss Finance Academy (opens in a new tab)
Programs for candidates aged 16 and over: modules, Capstone, and tailored arcs for the heirs to family enterprises.
Swiss Finance Institute® (opens in a new tab)
The Residency and credentials for graduates and career changers. Applications and enrollment are handled here.
Begin With a Conversation
Every family relationship begins with a confidential fit assessment. Places are limited.
Private InquiryImportant Information
Educational programs are provided by Swiss Finance Academy and Swiss Finance Institute®. Programs are educational; they are not employment and do not promise or guarantee any job, placement, admissions, or career outcome. Credentials issued by Swiss Finance Institute® are private credentials, not accredited degrees or professional licences. Applications and enrollment are handled by those firms under their own terms.
These pages describe services delivered by separate firms within the Swiss Finance family. Swiss Finance itself is an independent capital allocator. It does not provide investment, legal, or tax advice, does not market or distribute investment products, and does not offer services or products in any jurisdiction where doing so would be unlawful or unauthorised. Services depend on each family’s circumstances and eligibility, and not every family is accepted.