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Back to: Integrated Legacy Strategy
Courses and Lessons
Relationship and Individual Issues
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Course Modules
- Initial Assessment and Identification of Priority Issues
- ILS1201: Overview Presentation
- HVV1002: The History and Challenges of Family Wealth
- ILS1001: Introduction: Integrated Legacy Strategy™
- ILS1002: Preparing A Family Legacy Strategy
- ILS1003: Documenting Legacy Strategy
- ILS1004: Mastering the Process of Legacy Strategy
- HVV1202: Newly Rich: First Generation Wealth
- Importance of Private Wealth
- History, Purpose, Vision and Values
- HVV1003: True Family Wealth
- HVV1102: Family Purpose
- HVV1104: Values and Guiding Principles
- HVV1105: Family Virtues
- Family Governance and Leadership
- GLS1002: Governance (Family, Business, Wealth, Philanthropy)
- GLS1002: Family Dynamics and Generational Differences
- GLS1003: Effecitve Leadership in a Family System
- GLS1004: Benefits of a Formal Governance System
- GLS1005: Enterprise Governance for Complex Families
- GLS1006: Benefits of a Professional Family Office
- GLS1003: Leadership of a Legacy Family
- GLS1005: Establishing a System of Formal Governance
- GLS1008: Family Constitution
- GLS1006: Family Council
- GLS1009: Family Meetings
- Asset Structuring and Wealth Preservation
- WMA1002: Asset Structuring and Estate Planning
- GLS1202: The Ethical Will
- WMA1004: The HEW Trust: Securing the Long Term Future of Your Family
- Family Wealth Management
- Family Business Ownership, Governance and Leadership
- Philanthropy and Social Engagement
- PSE1002: Importance of Philanthropy and Social Engagement
- PSE1004: Questions: Philanthropy
- PSE1003: CSR and Social Engagement
- Family Dynamics: Culture, Relationships and Individual Issues
- CRI1102: Family Culture
- CRI1201: Fostering an Entrepreneurial Spirit
- HVV1105: Family Virtues
- CRI1003: Building Trust, Harmony and Unity
- CRI1002: Conflict and Dispute Resolution
- Generational Transitions and Leadership Succession
- GLS1004: Leadership Succession
- Family Risk Management
- ILS1102: Family Risk Management
- The Family Office and Ecosystem
- FOE1002: Predator in the Ecosystem
- NextGen and Family Education
- ILS1005: Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
- NXG1002: NextGen Education and Engagement
- HVV1202: Newly Rich: First Generation Wealth
- Executive Summary
- Complete Document Architecture
- Priority Issues Arising Short, Medium and Long Term
- A New World: Evolving Context Within and Surrounding the Family
- A New Approach for each Element of Strategy: 200 New Ideas and Opportunities to Consider
- Engaging the Whole Family, Communicating Effectively