Programs for Wealth Holders

CSP’s trainings equip private wealth holders to act as enablers for sustainable development. In order to deliver programs of the highest quality, we collaborate with world-class academic institutions, organizations, and practitioners to create content that transforms research to action and action into a movement.

The trainings CSP offers for wealth holders are organized in a protected university environment free from conflict of interest. Our training offering for wealth holders is tailored for impact-driven next generation wealth holders and tech entrepreneurs and founders supported with on-demand programming offered for both groups.
 

Initiated by the Initiative for Responsible Investment (IRI) at the Harvard Kennedy School and run by the Center for Sustainable Finance and Private Wealth (CSP) at the University of Zurich this training program equips next-generation members of ultra-high-net-wealth families with the technical and soft skills needed to align their investments with their values, creating positive change with their capital. Learn more about the training.

Investing for Systems Change is designed for impact investors, philanthropists, and family office advisors who want to create systemic change through their investments. It is particularly ideal for those who want to maximize their capital's reach, create lasting systemic impact, and understand how to pinpoint the most impactful financial levers within complex systems.

Investing for Systems Change program, is part of the ACCELERATE program series, an on going series of action-oriented intensive courses focused on key topics on the cutting edge of the impact investing space.

Read the brochure here (PDF, 24 MB)

Learn more about the program here

Specifically catered to the needs and challenges of principals and single-family office leadership, this unique training showcases how various impact family offices have operationalized impact investment, to equip family offices for their next move. The course is open exclusively to wealth holders with family offices and senior single family office staff. Learn more about the training.

Part of the ACCELERATE Program Series, an ongoing series of action-oriented intensive courses, the Multicapital Strategies for Impact Course, is designed for individual impact investors, philanthropists, next gens, and family office advisors who seek to maximize their impact by leveraging multiple forms of capital, including non-economic capital as well as various forms of economic resources. 

Read the brochure here (PDF, 2 MB)

Learn more about the program here

Combine your philanthropic and investment resources to create lasting change. Design systems-led impact strategies by integrating multiple forms of capital across your entire portfolio. 

Learning outcomes:

• Learn to apply a cross-cutting multi-capital approach to creating impact across asset classes, including philanthropic work
• Develop your own scorecard to help evaluate investment opportunities holistically
• Deeply work through your investment portfolio & -strategy based on the most cutting-edge tools and approached to integrate bth financal and impact objectives

When: October 6th-8th, 2025

Where: Stanford University, California

Program collaborator: Stanford PACS, Center on Philanthropy and Civil Society

To find out if the program is for you, and to register, please reach out to the Program Manager here

Our custom programs are specifically designed around wealth holders' and institutions' pain points, and needs. We develop a deep understanding of the intented audience, drawing from relevant units from our training programs and tailoring them to the organization's mission, values, budget and time constraints.Learn more about the program