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Back to: Family Wealth and Legacy Strategy: From a Financial Fortune to an Enduring Family Legacy
Family Wealth and Legacy Strategy: From a Financial Fortune to an Enduring Family Legacy
Family Culture
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Course Modules
- Family History, Challenges, Purpose, Vision and Values
- Introduction to Family History and Current Context
- 01 – Family Definition and Evolution
- 02 – Family Culture
- 03 – True Family Wealth
- 04 – Purpose, Vision and Values
- 05 – Statement of Family Purpose
- 06 – Family Vision / Mission
- 07 – Values and Guiding Principles
- 08 – Family Virtues
- Family Governance, Leadership and Succession
- Introduction: Governance and Leadership
- 01 – Introduction: Family Governance and Leadership
- 02 – Establishing a System of Formal Governance
- 03 – Family Council
- 04 – Family Constitution
- 05 – Family Meeting
- Structuring and Managing Family Wealth
- Introduction: Assets Structuring & Estate Planning
- Introduction: Wealth Management
- 01 – The Family Philosophy of Wealth
- 02 – Asset Structuring and Estate Planning
- 03 – The HEW Trust: Securing a Long-Term Future
- 04 – Family Wealth Management
- 05 – Being a Good Owner of Family Wealth
- Family Business: Good Ownership and Effective Strategy
- Introduction: Family Business Ownership and Strategy
- 01 – Advantages of Family Business
- 02 – Three Phases of Strategy Phase I: Diagnostic
- 03 – Three Phases of Strategy Phase II: Design
- 04 – Three Phases of Strategy Phase III: Implementation
- 05 – Corporate Social Responsibility
- 06 – Being a Good Owner
- The Family Office, Ecosystem and Risk Management
- Introduction: The Family Office and Ecosystem
- 01- Introduction: The Family Office and Ecosystem
- 02 – Family Risk Management
- 03 – Predators in the Ecosystem
- Family Dynamics: Culture, Relationships and Individual Issues
- Introduction: Relationship and Indivisiual Issues
- 01 – Introduction : Conflict Avoidance and Dispute Resolution
- 02 – Conflict and Dispute Resolution
- 03 – Building Trust, Harmony and Unity
- Philanthropy and Social Engagement
- Introduction: Philanthropy and Social Engagement
- 01 – Introduction to Philanthropy and Social Engagement
- 02 – Philanthropy and Social Engagement
- 03 – Pete Petersen On The Role Of Philanthropy
- 04 – Melinda French Gates On Values And Their Impact On Philanthropy
- 05 – Rakesh Bharti Mittal On The Obligation To Give Back
- 06 – David Rubinstein On The Advantages Of A Modest
- 07 – Pam Omidayr On The Science Of Giving
- 08 – Insights On Clarifying Inspiration
- 09 – Pierre Omidayr On Why Focus Matters
- Next Gen Education and Generational Transition
- Introduction: NextGen and Family Education
- 01 – Introduction: Generational Transition and Succession
- 02 – Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
- 03 – NextGen Education and Engagement