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Back to: The Family Office and Ecosystem
Courses and Lessons
Introduction: NextGen and Family Education
Mark Haynes DaniellCourse Completion Progress
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Course Modules
- Family office purpose and a checklist of responsibilities
- Role in family governance, risk management and the family ecosystem
- Role in wealth structuring and wealth management asset management
- Supporting family business and philanthropy
- Ensuring effective communications and reinforcing family values
- Overseeing family education and development
- NXG1002: NextGen Education and Engagement
- NXG1004: Next Generation Learning
- NXG1005: Next Generation Education
- NXG1006: Questions: Next Gen Education
- NXG1101: Talking to Your Kids about Money
- NXG1007: Preparing the NextGen
- Family office objectives: management and performance assessment, designing and managing multiple family office locations in a single network, Other People’s Money…