Family Legacy and Leadership
Creating a successful long term legacy strategy is no easy task. It requires understanding, commitment, effort and leadership. For many, it will be a first time effort; there will thus be no precedent or model in place to guide the leadership team of the family through the complex process
and content issues involved.
‘Hope is Not a Strategy’
The information and activities set out here will enable you and your family to understand the real issues, engage right resources on the priority concerns, identify and evaluate practical options, make informed decisions, communicate well and ensure the effective implementation of your plans
leading to the best possible future for your family.
Welcome from Our Chairman
Legacy Learning for Everyone
Our approach is aimed at serving leaders of legacy families, their members, and their businesses. The course offerings and other activities available here will provide a comprehensive approach to family learning, with a particular focus on the Next Generation – with both its challenges and its opportunities.
Relevant to Both New and Established Families of WealthThis material is intended to serve the needs of families both newly wealthy and those that have been. Successful stewards of their family wealth and legacy for generations.
The information provided here may be particularly timely for families facing a major change or arriving at an important point of inflection in their history. These critical moments can include addressing a family wealth and legacy strategy for the first time, facing a leadership succession, generational transition, ownership change or IPO of a business and/or other major event related to the family, its members and its broader enterprise.
This unique approach offers guidance on a full range of issues, including both external and internal threats and opportunities. It also takes into account both the ‘hard’ (technical) and the ‘soft’ (people and cultural) issues essential to consider in development and implementation of a robust and resilient long-term family legacy strategy.
The materials provided here and in other supporting documentation and activities are well structured and in a single framework which allows you to set your own priorities and structure your own approach to grow your wealth and strengthen your family across many generations. An overview video of the ILS course which describes this framework can be seen at the bottom of this page.
Organized Courses
The curriculum presented here offers twenty courses at three different levels, so each user can find the right learning appropriate to his or her background and situation. Each course is available separately and can be taken in any order, enabling you to put together the approach best suited to you and your family.
Three Different Levels of Courses
The four Foundation Courses provide introductory and streamlined material on essential topics that can be completed in a few weeks. The twelve Core Courses offer a more complete approach to each subject and are made up of . A final set of four MasterClasses provides the deepest dive into the most important areas of family wealth and legacy planning.
Organized courses help you structure your approach by curating relevant lessons and materials in key subject areas. They are available on-demand and are supported by real-time webinars, pre-recorded podcasts, regularly scheduled Q&A sessions and in person workshops to help guide you through the process of educating your family and designing and implementing your own family strategies.
Each individual course has been designed to work on a standalone basis.
It can also be part of a single integrated legacy strategy for your family. Each organized course or individual lesson will be both useful in itself and a practical step toward the completion of
a comprehensive legacy strategy.
Overview and Initial Assesment (Free and Open Access)
Statement of
Purpose and
Introduction
to the
Raffles Legacy
Learning
Center
Purpose and
Introduction
to the
Raffles Legacy
Learning
Center
The Raffles
Family Office
Center:
Join Our
Community of
Legacy
Families
Family Office
Center:
Join Our
Community of
Legacy
Families
INTEGRATED STRATEGY
AND LEADERSHIP
FAMILY, GOVERNANCE AND
THE FAMILY OFFICE
BUSINESS OWNERSHIP
AND STRATEGY
FAMILY
WEALTH
MANAGEMENT
MANAGEMENT
Foundation Courses
Foundations of Legacy:
Family History,
Culture,
Purpose,
Vision and
Values
Family History,
Culture,
Purpose,
Vision and
Values
Newly Rich:
Managing the
Risks and
Opportunities of
First
Generation
Wealth
Managing the
Risks and
Opportunities of
First
Generation
Wealth
The
Essence
of
Successful
Family
Business
Strategy
Essence
of
Successful
Family
Business
Strategy
Getting Started:
An Introduction
and
Primer on
Family
Finance and
Investment
An Introduction
and
Primer on
Family
Finance and
Investment
Core Courses
Family Wealth
and
Legacy Planning:
Turning a
Financial Fortune
into an Enduring
Family Legacy
and
Legacy Planning:
Turning a
Financial Fortune
into an Enduring
Family Legacy
The
Family
Office
and
Supporting
Ecosystem
Family
Office
and
Supporting
Ecosystem
Family Business:
Achieving
Excellence
in Ownership,
Leadership,
Governance and
Responsibility
Achieving
Excellence
in Ownership,
Leadership,
Governance and
Responsibility
Asset
Structuring
and the
Principles of
Wealth
Preservation
Structuring
and the
Principles of
Wealth
Preservation
Sustainable
and
Impact
Investing:
Policies and
Metrics for
Success
and
Impact
Investing:
Policies and
Metrics for
Success
A Broader
Engagement :
Stepping Up
to the
Responsibilities
and Opportunities
of Wealth
Generational Transitions:
Preparing the
Rising Generation
to Master the
Challenges of
Preparing the
Rising Generation
to Master the
Challenges of
the Future
Making a
Difference:
Effective
Philanthropy
and
Social
Engagement
Difference:
Effective
Philanthropy
and
Social
Engagement
MasterClass Courses
Integrated
Family
Wealth,
Business
and
Legacy
Strategy ™
Family
Wealth,
Business
and
Legacy
Strategy ™
An Advanced
Approach to
Family
Governance,
Leadership
and
Succession
Approach to
Family
Governance,
Leadership
and
Succession
Business
Strategy:
Improving
Results
and
Increasing
Value
Strategy:
Improving
Results
and
Increasing
Value
Total Family
Wealth:
Integrating
Portfolio,
Business,
Property and
Private Investment
Wealth:
Integrating
Portfolio,
Business,
Property and
Private Investment
Educational Programs and Continuing Education Courses for
Professional Advisors, Family Office Staff and Company Directors
Professional Advisors, Family Office Staff and Company Directors
Choose How You Learn
Each course and lesson is structured around a clear and simple framework. Each learning opportunity presented here provides useful background and clear insights, allowing you to understand, design and implement your own best approach to the matters at hand.
Each course will provide relevant reading materials, related video e-lessons and a set of examples and templates that you can complete to capture your own thinking and advance your family’s own legacy plans – on your own time and in your own way.
Available Whenever and Wherever You WantThe approach here allows you to pursue your coursework on an online and on demand basis. Alternatively, you can enroll at a time when there are regular real time webinars and Q&A sessions related to that course to have a higher level of support for your efforts. Workshops will also be available during the year in selected major cities to offer in person guidance and advice as well.
Special NextGen forums and other learning opportunities will also be available to course attendees
and all other members of the Raffles Legacy Family community
This list of opportunities will expand and evolve in the future as existing courses are refined and as new courses, activities and other learning initiatives are launched.
Our Expert Team
Mark Haynes Daniell—thought leader, author and leading advisor to legacy families around the world—founded and developed the Raffles Family Wealth Learning platform with a supporting team of highly respected experts in each area of the core Integrated Legacy Strategy framework.
For those families who wish to benefit from the highest level of support to ‘accelerate their rate of progress and magnify the amplitude of their impact’, supporting advisory services can be organized with
one or more members of our team of experts to work on a dedicated basis with a specific family.
That direct support can range from an engagement focused on an initial assessment of current status and indicated priorities to a focused effort addressing a single topic to a comprehensive effort to set out a statement of family purpose and vision, along with an approach to address all of the elements of a comprehensive legacy strategy on a coordinated basis.
Mark Haynes Daniell
Integrated Legacy Strategy; Family Business Strategy; Asset Structuring and Risk Management; Generational Transitions and Leadership Succession
Prof. Heinrich Liechtenstein
Integrated Legacy Strategy; Family Purpose, Vision and Values; Family Business Strategy;NextGen Education
Robert Batt
Family Culture, Relationships and Individual Issues; Generational Transitions and Leadership Succession, Integrated Legacy Strategy
Sara Hamilton
The Family Office; Governance and Leadership;Philanthropy and Social Engagement;
NextGen Education
Tom McCullough
Family Wealth Management;Integrated Legacy Strategy
John Riches
Wealth Structuring and Protection;Integrated Legacy Strategy;
NextGen Education
Hogi Hyun
Family Wealth Management;The Family Office
Jim Downing
Family Business Strategy;Strategic Business Transactions
Barbara Ann Bernard
Family Wealth Management;NextGen Education; Women and Wealth
Jerome de Bontin
Sustainable and Impact Investing
Jamie Lowther-Pinkerton
Senior Advisor
Senior Advisor
Singapore and Asia
Choose the Best Plan, Courses and Modules for You
Here you will find your private or family account page with a history of modules completed, courses pursued, webinars and podcasts viewed and documents completed to date. These documents can be checked off against a list of a comprehensive family legacy document architecture to enable you to see how far you have come and what should be the next steps in your own successful legacy journey.
Members can also download a pre-formatted file with the same checklist and a set of individual folders to store their own documents, once completed, on their own computers and confidential family web sites. This will ensure both a full set of documents are prepared and available for easy circulation within your family and selected advisors and employees, but without any security risk of storage anywhere but in your own system.
The Raffles Family Wealth and Legacy Community
In addition to the benefits derived from the course offerings, membership in a select community of like-minded legacy families organized through The Raffles Family Office Center in London will provide additional access to a constant flow of updates and fresh ideas on relevant matters, monthly webinars and regular podcasts featuring our panel of global experts, workshops and training sessions in major capital cities.
Overall, pursuing your own program with the Raffles Legacy Learning offering can provide you and all other members of your family with the exceptional learning experience, support for strategy development, and access to opportunities for valuable personal development that can increase your chances of beating the sad (but often true) old adage of ‘riches to rags in three generations’.
Getting Started
As a member, you can peruse the site and access all of the prepared material on demand. Individual lessons are grouped by subject and let you choose classes on specific topics.
Organized Courses offer a thorough exploration of a subject area. The core Integrated Legacy Strategy Course (ILS) highlights key concepts from each subject area and integrates them into one coherent strategic approach. An in-depth exploration into each subject area is available in the suite of Master Classes offered here.
We also offer Introductory materials on important topics for NextGen Education and Leadership Development that would be a good starting point for less experienced families, younger members of the Next Generation, extended family members, in-laws and spouses, family office staff and professional advisors, or others just starting their legacy learning journey.
If you are an experienced family member or family leader, we suggest starting with the ILS course to understand the breadth of topics. After completing ILS, review your progress in the [hyperlink: TBD self-assessment ] to gauge where to focus your future learning needs.
If you are newly wealthy, a young family member, an extended family member or a new part of the family ecosystem not familiar with family wealth and legacy planning, the Foundation Courses may be the best place to start.
Before you begin, Click here to define your family’s particular needs.
Sample Video Element of Individual e-Lessons
Introduction to Integrated Legacy Strategy™
The Family Constitution
Enrolling in one or more courses, along with joining the Raffles Family Wealth and Legacy Learning Community, will provide you and all other members of your family with access to opportunities for exceptional learning, support for your own strategy development, exchange of informed views with leading global experts and valuable individual and family development.
This can lead to a family strengthened through shared purpose and better leadership, more accomplished through the implementation of more effective strategy, more capable through a broader and deeper education, more united and harmonious through common effort and better prepared and engaged to preserve the family wealth – in all of its forms – that you have worked so hard to build and maintain.
Please join us now to begin your own journey to that better future for your family.