Back to: NextGen Education Part II: A Primer on Family Finances, Budgeting and Investment

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The History and Challenges of Family Wealth

Mark Haynes Daniell Mark Haynes Daniell
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Course Modules
  • Preparation—Your Financial Wealth Check
  • Managing income and expenses
  • Philosophy of wealth and investment objectives
    • WMA1101: Introduction: Wealth Management
    • HVV1004: The Family Philosophy of Wealth
    • WMA1009: Differences Between Institutional and Private Investing, The Long Term Investment Objectives
    • WMA1102: Family Wealth Management
    • WMA1102: Family Wealth Management
    • Sustainable and Impact Investing
  • Investor profile and S-curve asset allocation
  • Overview of asset classes
  • Sustainable and impact investing
  • Managing the family financial ecosystem
    • WMA1107: Family Financial Ecosystem
  • Performance reporting and management
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