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 Framework
- Family Definition, History and Current Challenges
- Definition of True Family Wealth
- Statement of Family Purpose, Vision, Values and Guiding Principles
- Family Constitution (streamlined version)
- Family Meeting Agenda
- Philosophy of Wealth
- Approach to Wealth Structuring and Preservation
- Long Term Strategy Document for Total Family Wealth
- Summary of Best Practices in Family Business Ownership, Governance and Leadership
- Philanthropic Plan and Program for Social Engagement
- Framework to Understand and Address Family ‘Soft Issues’
- High-level plan for Generational Transitions and Leadership Succession
- Risk Management Priorities and plans to address them
- Checklist of Requirements for Unplanned Transitions: the ‘Family Fire Drill’
- Scorecard for the Family Office
- Map and Management Approach to the Family Ecosystem
- NextGen Education and Preparation for Leadership
- Executive Summary of the Strategy
- Complete Document Architecture and Archive
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To download, right-click on the link above and select “Save link as…”
To 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