Total Family Wealth: Integrating
Portfolio, Business, Property
and Private Investment

‘Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort’

– Franklin Delano Roosevelt

A practical approach to family wealth management is essential for any family legacy strategy.

Each family needs to develop its own approach to wealth management. A solid foundation of financial market and investment expertise should underpin each approach. Understanding the positive and negative history of private and family investing is also required.

Many families are becoming more interested in sustainable and impact investing. Direct investing, co-investing and other sources of “finding alpha” and reducing concentration risk in turbulent modern markets are also integral to many wealth management agendas.

Objectives

This course will teach you how to develop a family-specific approach to wealth management. Topics that we cover include family wealth vision and objectives, investor profile, process, asset allocation model and risk management policies. The overall objective of this course is to give you some of the most important practices and principles to avoid the pitfalls of private investing – allow you to put in place the practices and principles required to become a successful long term investor of your family wealth.

Instructors

Mark Daniell, Tom McCullough, Hogi Hyun