Press Releases Chicago Booth Announces New Program for its Family Office Initiative (FOI)

CHICAGO (June 1, 2026) – The University of Chicago Booth School of Business today announced The Future of Your Family Office, an intensive five-day Executive Education program designed to equip senior family office leaders – both active family principals, and family and non-family C-suite executives – with the strategic clarity that will transform family office business strategies and help families flourish. The course is ideal for leaders in new and existing family offices, especially those facing generational transitions, liquidity events or other strategic initiatives, complex governance challenges, or questions around purpose and strategy.

The selective program is part of Chicago Booth’s Family Office Initiative (FOI) and combines academic insight with hands-on, customized application. Attendees will develop sharper judgment through practical frameworks, coaching from distinguished Booth faculty and experienced practitioners, and candid peer collaboration – all within a confidential, solicitation-free environment. The Future of Your Family Office will be co-directed by John C. Heaton, Myron S. Scholes Distinguished Service Professor of Finance and Anthony Pritzker Family Foundation – Family Office Initiative Director; Stuart E. Lucas, Co-Managing Partner, Wealth Strategist Partners, LLC; and Stephan Roche, Managing Partner of BanyanGlobal Family Business Advisors.

“What sets The Future of Your Family Office program apart is that it challenges participants to engage with complex questions and think expansively about what’s possible,” said Heaton.

The Future of Your Family Office counts as an elective toward Chicago Booth’s Advanced Management Program and Global Advanced Finance Program. Upon successful completion of these executive education programs, participants are granted Chicago Booth alumni status. Applications are now open, with a submission deadline of September 21, 2026.

“Our goal with both this program and our overall FOI is to transform the family office landscape to produce leaders who create and run world class family offices that have an impact on the families they serve, the teams that work with them, and the communities in which they live, work and invest,” said FOI Executive Director Robert (Bobby) A. Stover, Jr. “For family office leaders – whether newly appointed or experienced – this program offers the opportunity to step back, sharpen your strategic thinking, and define a clear, multigenerational path. You’ll gain the tools to build alignment, avoid costly missteps, and create an office that is not just functional – but truly transformative,” said Lucas.

Launched in October 2024, Booth’s FOI advances the education, research and networking needs of current and future family office leaders around the world. Booth is one of the first major academic institutions in the country to implement a comprehensive program focused on supporting family office leaders, making the school a pathbreaker in this space.

“Over the past few years, I’ve reflected on what I wish I’d known before stepping into a leadership role at one of the world’s most complex family offices. The Future of Your Family Office program is the answer I would have wanted,” said Roche.

Contact Booth Media Relations

Marielle Sainvilus
Director of Public Relations and Communications
Phone: 773.531.2894

Email Marielle