Family Wealth and Legacy Planning: Turning a Financial Fortune into an Enduring Family Legacy

“Hope is not a strategy.”

— AUTHOR NAME

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.

HEADING COMING SOON

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 realize 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.

Objectives

COMING SOON.

Instructors

Mark Daniell, Prof Liechtenstein

Sample Course Video

Your course progress

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Course Modules

Foundations of Legacy: History, Purpose, Vision and Values
Family Culture, Relationships and Individual Issues
Family Leadership, Governance and Succession
Structuring and Managing Family Wealth
Family Business: Effective Ownership and Leadership
Philanthropy and Social Engagement
The Family Office and Ecosystem
Generational Transition and Next Gen Education