Wealth Structuring and the operating Principles of Wealth Preservation
“…Our wish is that…[there be] maintained that state of property, equal or unequal, which results to every man from his own industry or that of his fathers…”
– Thomas Jefferson
There are countless reasons why individual families lose their wealth, but many of them can be avoided with careful structuring of wealth, and putting in place proven practices to protect the wealth once properly structured. On and offshore structures, effective oversight, prudent investment policies, an ‘ecosystem worthy of trust’ and clear principles on wealth distribution and family education can all go a long way to helping you beat the old curse of riches to rags in three generations.
Clarifying the family’s philosophy of wealth, defining a purposeful approach to pools of wealth and protecting wealth from internal and external risks are essential steps to realize legacy objectives and achieve the broader family purpose.
Objectives
This course will show you how to approach purposeful wealth structuring. Learn how to achieve your long-term goals and purpose without falling prey to internal and external risks.
Instructors
Mark Daniell, John Riches, Samantha Morgan
- Statement of Philosophy of Wealth To download, right-click on the link above and select “Save link as…”
- Wealth Objectives by Asset Pool To download, right-click on the link above and select “Save link as…”
- Principles and Policies on Wealth Distribution To download, right-click on the link above and select “Save link as…”
- List of Asset Structuring Options and Selection To download, right-click on the link above and select “Save link as…”
- Family Trust Deed and Letter of Wishes To download, right-click on the link above and select “Save link as…”
- Will, Living Will and Ethical Will To download, right-click on the link above and select “Save link as…”
- The HEW Trust To download, right-click on the link above and select “Save link as…”
- List of Key Principles for Being a Good Beneficiary and Trustee To download, right-click on the link above and select “Save link as…”
- Nextgen Program of Legacy Education and Emotional Readiness To download, right-click on the link above and select “Save link as…”
Your course progress
Course Modules
Course Information
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