Integrated Family Wealth, Business and Legacy StrategyTM
“Hope is not a strategy”
This MasterClass course shows you how to set and achieve aspirational plans to beat the historical odds of “riches to rags in three generations”.
Very few wealthy families around the world have been able to preserve their financial wealth for more than three generations.
Many legacy families do not yet have a clear strategy to protect their wealth and enhance their legacies, perhaps because there was, until now, no opportunity available for their leaders to develop and implement their strategies
with expert support.
Objectives
This course contains twelve modules covering the essential elements of an integrated legacy strategy. Learn and adopt best practices to understand, develop and implement a comprehensive Integrated Legacy Strategy for your own family.
Instructors
Mark Daniell, Prof Liechtenstein, and Robert Batt
- Initial Assessment FrameworkTo download, right-click on the link above and select “Save link as…”
- Family Definition, History and Current ChallengesTo download, right-click on the link above and select “Save link as…”
- Definition of True Family WealthTo download, right-click on the link above and select “Save link as…”
- Statement of Family Purpose, Vision, Values and Guiding PrinciplesTo download, right-click on the link above and select “Save link as…”
- Family Constitution (streamlined version)To download, right-click on the link above and select “Save link as…”
- Family Meeting AgendaTo download, right-click on the link above and select “Save link as…”
- Philosophy of WealthTo download, right-click on the link above and select “Save link as…”
- Approach to Wealth Structuring and PreservationTo download, right-click on the link above and select “Save link as…”
- Long Term Strategy Document for Total Family WealthTo download, right-click on the link above and select “Save link as…”
- Summary of Best Practices in Family Business Ownership, Governance and LeadershipTo download, right-click on the link above and select “Save link as…”
- Philanthropic Plan and Program for Social EngagementTo download, right-click on the link above and select “Save link as…”
- Framework to Understand and Address Family ‘Soft Issues’To download, right-click on the link above and select “Save link as…”
- High-level plan for Generational Transitions and Leadership SuccessionTo download, right-click on the link above and select “Save link as…”
- Risk Management Priorities and plans to address themTo download, right-click on the link above and select “Save link as…”
- Checklist of Requirements for Unplanned Transitions: the ‘Family Fire Drill’To download, right-click on the link above and select “Save link as…”
- Scorecard for the Family OfficeTo download, right-click on the link above and select “Save link as…”
- Map and Management Approach to the Family EcosystemTo download, right-click on the link above and select “Save link as…”
- NextGen Education and Preparation for LeadershipTo download, right-click on the link above and select “Save link as…”
- Executive Summary of the Strategy
- Complete Document Architecture and ArchiveTo download, right-click on the link above and select “Save link as…”
- Strategy for the Wealthy Family: Seven Principles to Ensure Riches to Riches Across Generations
- RLL ILS COURSEBOOK BLUE
Your course progress