Beating the Odds: Turning a Financial Fortune into an Enduring Family Legacy

“Hope is not a strategy.”

Course Overview

This course covers the fundamental elements of family wealth and legacy planning and is well suited to both the newly wealthy, those approaching legacy strategy for the first time or for younger family members seeking a streamlined approach to learning and engaging with the required materials to put together a family wealth and legacy planning that covers all of the bases identified in Strategy for the Wealthy family, albeit in a more rapid and less detailed approach.

While following the structure and covering some of the same material as the more comprehensive MasterClass in Integrated Legacy Strategy, this Core Course covers essential legacy matters at a high level only, allowing you to decide on your approach in key areas, create the summary documents and action plans necessary to realise the vision you select, and develop plans and related summary documents that can be easily shared with your fellow family members.

This will ensure that you have done what is essential to put in place the foundations of a successful long term family legacy.

Instructors

Mark Daniell, Prof Liechtenstein

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