Family Wealth And Legacy Planning:Turning A Financial Fortune Into An Enduring Family Legacy
“It takes a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it, it requires ten times as much wit to keep it..”
-Nathan Mayer Rothschild
This course covers the fundamental elements of family wealth and legacy planning, and is well suited to both the newly wealthy and those approaching legacy strategy for the first time.
While following the structure and covering some of the same material as the more comprehensive MasterClass in Integrated Legacy Strategy, this Core Course covers essential legacy matters at a high level only, allowing you to decide on your approach in key areas, create the documents and action plans necessary to realise the vision you select, develop pland and documents that can be easily shared with your fellow family members.
This will ensure that you have done what is essential to put in place the foundations of a successful long term family legacy.
Complete the exercises with the help of video lessons, reading materials, real-world
examples and easy-to-use templates. Reflect on your current family situation as you progress.
- Summary of Family History, Family Chart and Current Challenges To download, right-click on the link above and select “Save link as…”
- Statement of Purpose, Vision and Values
– Family Organization and Leadership Documents: Family Governance Chart;
– Description of Approach to Leadership: plans for Family Office and Ecosystem
– Streamlined Constitution
– Family Meeting Agenda
To download, right-click on the link above and select “Save link as…” - Asset Structuring and Wealth Preservation: Overall Structure and Distribution Principles, HEW Trust To download, right-click on the link above and select “Save link as…”
- Investment Summary Document To download, right-click on the link above and select “Save link as…”
- Business Ownership and Strategy Summary Document To download, right-click on the link above and select “Save link as…”
- Philanthropic and Social Engagement Objectives and Summary Targets To download, right-click on the link above and select “Save link as…”
- Overview of Issues Related to Family Culture, Relationships and Individual Issues; Summary of Principles of Positive Psychology To download, right-click on the link above and select “Save link as…”
- Risk Management Priorities and Action Plan To download, right-click on the link above and select “Save link as…”
- Preparing for the Future: Generational Transitions, Leadership Succession and NextGen Education Priorities To download, right-click on the link above and select “Save link as…”
Your course progress
Course Modules
Course Information
Course Instructor
Family history, family chart and current challenges
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Statement of purpose, vision and values
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Family organization and leadership
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Asset structuring and wealth preservation
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Family Wealth Management
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Business Ownership, Governance, Leadership and Strategy
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Philanthropic and social engagement
This section does not have any lessons.
Family culture, relationships and individual issues
This section does not have any lessons.
Risk management
This section does not have any lessons.
Preparing for the future: Generational transitions, leadership succession and NextGen education priorities
This section does not have any lessons.