Being successfully wealthy is not easy for either an individual or a family.  Many challenges and recurring crises exist along the way.

History suggests that family leaders from each generation will face approximately one major, external crisis every ten years. Leaders must contend with countless smaller internal and external challenges along the way.

In this course, you will explore seven critical challenges and insights on how to respond to them.

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Course Modules
  • Understanding family history and the challenges of the future
  • Strengthening family foundations: Addressing both the “hard” and “soft” Issues
  • Fostering trust
  • Ensuring your educational and emotional readiness
  • Setting the example, living the values and generating respect for being who you are, not what you have
  • Contributing to the future of a sustainable family business
  • Investing for financial return and social impact
  • Balancing independence and family membership;
  • Finding your purpose and happiness: Living a truly wealthy life

Course Information

Understanding family history and the challenges of the future

This section does not have any lessons.

Strengthening family foundations: Addressing both the “hard” and “soft” Issues

This section does not have any lessons.

Fostering trust

This section does not have any lessons.

Ensuring your educational and emotional readiness

This section does not have any lessons.

Setting the example, living the values and generating respect for being who you are, not what you have

This section does not have any lessons.

Contributing to the future of a sustainable family business

This section does not have any lessons.

Investing for financial return and social impact

This section does not have any lessons.

Balancing independence and family membership;

This section does not have any lessons.

Finding your purpose and happiness: Living a truly wealthy life

This section does not have any lessons.
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