INDIVIDUAL MODULES
Individual lessons are the building blocks of our approach to legacy learning.
Each lesson contains a video and supporting materials.
Explore individual lessons by subject here, or visit organized courses for a guided learning experience.
Please note that video lessons and associated materials in this section are only available to registered members.
Integrated Legacy Strategy™
- ILS1001: Introduction: Integrated Legacy Strategy™
- ILS1002: Preparing a Family Legacy Strategy
- ILS1003: Documenting Legacy Strategy
- ILS1004: Mastering the Process of Legacy Strategy
- ILS1005: Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
- ILS1006: Integrated Legacy Strategy
- ILS1101: Introduction: Family Risk Management
- ILS1102: Family Risk Management
- ILS1103: Questions: Risk Management
History, Challenges, Purpose and Values
- HVV1001: Introduction: History and Current Challenges
- HVV1002: The History and Challenges of Family Wealth
- HVV1003: True Family Wealth
- HVV1004: The Family Philosophy of Wealth
- HVV1005: Questions: History, Culture and Context
- HVV1006: Questions: Purpose, Vision and Values
- HVV1101: Introduction: Family Purpose, Vision and Values
- HVV1102: Family Purpose
- HVV1104: Values and Guiding Principles
- HVV1105: Family Virtues
- HVV1106: Victor Frankel on Meaning and Purpose
- HVV1201: Family Evolution Across Generations
- HVV1202: Newly Rich: First Generation Wealth
- HVV1203: Family Stories and 100 Questions
- HVV1204: Family Definition and Evolution
- HVV1205: Sudden Wealth
History, Challenges, Purpose and Values
- 01 – Family Definition and Evolution
- ILS1002: Preparing a Family Legacy Strategy
- ILS1003: Documenting Legacy Strategy
- ILS1004: Mastering the Process of Legacy Strategy
- ILS1103: Questions: Risk Management
- ILS1005: Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
- ILS1006: Integrated Legacy Strategy
- ILS1101: Introduction: Family Risk Management
- ILS1102: Family Risk Management
- ILS1201: Overview Presentation
Integrated Legacy Strategy
- 01 – Family Definition and Evolution
- ILS1002: Preparing a Family Legacy Strategy
- ILS1003: Documenting Legacy Strategy
- ILS1103: Questions: Risk Management
- ILS1004: Mastering the Process of Legacy Strategy
- ILS1005: Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
- ILS1006: Integrated Legacy Strategy
- ILS1101: Introduction: Family Risk Management
- ILS1102: Family Risk Management
- ILS1201: Overview Presentation
Family Business Strategy
- BUS1001: Introduction: Family Business Ownership and Strategy
- BUS1002: The Company Ecosystem
- BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
- BUS1004: Successful Listing (IPO) of a Family Business
- BUS1005: Strategic Possibilities for Your Business
- BUS1007: Embedding CSR and Social Engagement in Business Strategy
- BUS1008: Strategic Transactions
- BUS1009: Questions: Family Business Strategy
- BUS1010: What is Strategy?
- BUS1011: Be Knowledgeable about the Business to be a Good Owner
- BUS1012: Selling a Family Business
- BUS1021: Organisational Design: Key Considerations
- BUS1022: The Role of the Strategic Balance Sheet in the Strategy for a Family Business
- BUS1023: Applying Best Practice and Next Practice: Challenging Questions for Leaders of a Family Business
- BUS1101: Three Phases of Strategy
- BUS1102: Three Phases of Strategy Phase I: Diagnostics
- BUS1103: Diagnostic Step 1 – Understanding Your ‘Point of Departure’
- BUS1104: Diagnostic Step 2 – Portfolio Perspective
- BUS1105: Diagnostic Step 3 – Profit Pool Perspective
- BUS1106: Diagnostic Step 4 – Business Dynamics
- BUS1107: Diagnostic Step 5 – Developing Competitor Perspective
- BUS1108: Diagnostic Step 6 – Organizational Assessment
- BUS1109: Diagnostic Step 7 – Evaluating Your Strategic Options
- BUS1201: Three Phases of Strategy Phase II: The Design Phase
- BUS1202 – Design Step 1 – The Promise: Vision, Mission and Values
- BUS1203: Design Step 2 – Developing Key Levers on Performance and Value
- BUS1204: Design Step 3 – Establishing Priorities and Resource Allocation
- BUS1205: Design Step 4 – Innovation and Creativity
- BUS1206: Design Step 5 – New Organizational Approach
- BUS1207: Design Step 6 – Risk Management
- BUS1208: Design Step 7 – Target Results
- BUS1301: Three Phases of Strategy Phase III: Implementation
- BUS1302: Implementation Step 1 – Imperatives, Actions and Responsibilities
- BUS1303: Implementation Step 2 – Tactics and Timetable
- BUS1304: Implementation Step 3 – Implementation Team
- BUS1305: Implementation Step 4 – Alignment and Integration
- BUS1306: Implementation Step 5 – Program Control
- BUS1307: Implementation Step 6 – Full Value Capture
- BUS1308: Implementation Step 7 – Leadership and Motivation
Culture, Governance, Leadership and Succession
- GLS1001: Introduction: Family Governance and Leadership
- GLS1002: Governance (Family, Business, Wealth, Philanthropy)
- GLS1003: Leadership of a Legacy Family
- GLS1004: Leadership Succession
- GLS1005: Establishing a System of Formal Governance
- GLS1006: Family Council
- GLS1007: Family Council, Part 2
- GLS1008: Family Constitution
- GLS1009: Family Meetings
- GLS1010: How should a Family Meeting Feel?
- GLS1011: Elements of Family Governance
- GLS1101: Pruning the Family Tree
- GLS1201: Introduction: Generational Transition and Succession
- GLS1202: The Ethical Will
- GLS1203: Questions: Generational Transitions
- GLS1301: How Much to Leave Your Kids
- GLS1302: Increasing Odds of a Successful Wealth Transition
Wealth Management and Asset Structuring
- WMA1001: Introduction: Asset Structuring and Estate Planning
- WMA1002: Asset Structuring and Estate Planning
- WMA1003: Asset Allocation
- WMA1004: The HEW Trust: Securing the Long Term Future of Your Family
- WMA1005: Perspectives on Business and Portfolio Diversification
- WMA1006: Questions: Asset Structuring
- WMA1007: Questions: Wealth Management
- WMA1101: Introduction: Wealth Management
- WMA1102: Family Wealth Management
- WMA1103: Being a Good Owner of Family Wealth
- WMA1104: Long-Term Wealth Strategy Document
- WMA1105: Annual Investment Policy Statement (IPS)
- WMA1106: Perspectives on Business and Portfolio Diversification
- WMA1107: Family Financial Ecosystem
- WMA1108: Selecting Specific Investments for Your Family
- WMA1109: Consolidated Reporting and Active Cost Management
- WMA1110: The Differences Between Institutional and Private Investing
- WMA1111: Best Practice in Private and Family Investment
- WMA1112: Importance of Preserving Family Wealth
- WMA1113: Introduction to Perspective of Wealth
- WMA1201: Building a Wealth Plan
- WMA1202: Setting Family Goals
- WMA1203: Alternative Assets Overview
- WMA1204: Asset Classes 1: Cash and Fixed Income
- WMA1205: Asset Classes 2: Equities
- WMA1206: Alternative Asset Classes
- WMA1207: Approaching Investment Risk
- WMA1208: Family Balance Sheet
Philanthropy and Social Engagement
Family Office and Ecosystem
Culture, Relationships and Individual Issues
- CRI1001: Introduction: Conflict and Dispute Resolution
- CRI1002: Conflict and Dispute Resolution
- CRI1003: Building Trust, Harmony and Unity
- CRI1004: Questions: Conflict Avoidance
- CRI1101: Introduction: Relationship and Individual Issues
- CRI1102: Family Culture
- CRI1103: Building Relationships
- CRI1201: Fostering an Entrepreneurial Spirit
- CRI1301: Positive Psychology
- CRI1302: Emotional Difficulties
- CRI1303: Grief
- CRI1304: Family Dynamics
- CRI1305: Parenting Relationship
- CRI1306: Individual Issues 1: The Family System, Trauma and Family Therapy Programs
- CRI1307: Individual Issues 2: Dealing with Depression
Next Generation Education
- NXG1001: Introduction: NextGen and Family Education
- NXG1002: NextGen Education and Engagement
- NXG1003: Legacy Strategy for the Future
- NXG1004: Next Generation Learning
- NXG1005: Next Generation Education
- NXG1006: Questions: Next Gen Education
- NXG1007: Preparing the NextGen
- NXG1101: Talking to Your Kids about Money
Integrated Legacy Strategy
- 01 – Family Definition and Evolution
- ILS1002: Preparing a Family Legacy Strategy
- ILS1003: Documenting Legacy Strategy
- ILS1103: Questions: Risk Management
- ILS1004: Mastering the Process of Legacy Strategy
- ILS1005: Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
- ILS1006: Integrated Legacy Strategy
- ILS1101: Introduction: Family Risk Management
- ILS1102: Family Risk Management
- ILS1201: Overview Presentation