Getting Started
Where Should You Start?
As a member, you can peruse the site and access all of the prepared material on demand. Individual lessons are grouped by subject and let you choose classes on specific topics.
Organized Courses offer a thorough exploration of a subject area. The core Integrated Legacy Strategy Course (ILS) highlights key concepts from each subject area and integrates them into one coherent strategic approach. An in-depth exploration into each subject area is available in the suite of Master Classes offered here. We also offer Introductory materials on important topics for NextGen Education and Leadership Development that would be a good starting point for less experienced families, younger members of the Next Generation, extended family members, in-laws and spouses, family office staff and professional advisors, or others just starting their legacy learning journey.
If you are an experienced family member or family leader, we suggest starting with the ILS course to understand the breadth of topics. After completing ILS, review your progress in the [hyperlink: TBD self-assessment ] to gauge where to focus your future learning needs.
If you are newly wealthy, a young family member, an extended family member or a new part of the family ecosystem not familiar with family wealth and legacy planning, the NextGen Courses may be the best place to start.
Before you begin, follow the tabs below to better define your family’s particular needs.
Define your family’s situation and unique challenges
Key questions to consider:
- Where is your family in its evolution?
- What are your current priority issues?
- What challenges will you be facing in the future?
- What are you and your family seeking to achieve, separately and together?
- Who will play which roles in the future?
- What “hard” and “soft” challenges are most important for your family, now and in the future? How can your challenges be addressed?
Set learning priorities that can help your family, specifying who needs to focus on which subject areas
Key questions to consider:
- What are your long-term family aspirations and objectives?
- What does your family need to know to achieve them?
- What is missing? How does this vary from individual to individual and generation to generation?
- What are the educational priorities for individuals and groups in your family?
- How do people in your family learn? Which modes are most helpful?
- Which of the main avenues of learning provided by this site might work best for you and your family?
- Are lessons, courses or a customized approach specific to your family most appropriate for your goals?
Apply what you learn to your legacy strategy
Once you have prioritized your family needs and developed a structured learning plan, it’s time to put those plans into action. You can choose the most important subjects, and you have several modes to choose from to meet your family’s needs and schedules. The Integrated Legacy Strategy Course and Master Classes on the site will walk you through information and exercises to think strategically about the vision and direction for your family. We will provide the tools and guidance that will help you develop a full legacy strategy, captured in a robust document architecture that becomes more complete as you finish each course. If you opt to take individual lessons, you can learn and apply specific principles at your leisure. If you require additional support diagnosing, designing and implementing your legacy strategy beyond the resources on the site, we can help you with a Customized Family Learning Program*. Please contact us and a member of our expert team will be in touch to discuss. *Customized Family Learning Programs, Bespoke Master Classes and Strategic Advisory Engagements are not included in the price of membership and will be quoted individually.