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

Your course progress

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Course Modules
  • Family History, Challenges, Purpose, Vision and Values
    • Introduction to Family History and Current Context
    • 01 – Family Definition and Evolution
    • 02 – Family Culture
    • 03 – True Family Wealth
    • 04 – Purpose, Vision and Values
    • 05 – Statement of Family Purpose
    • 06 – Family Vision / Mission
    • 07 – Values and Guiding Principles
    • 08 – Family Virtues
  • Family Governance, Leadership and Succession
    • Introduction: Governance and Leadership
    • 01 – Introduction: Family Governance and Leadership
    • 02 – Establishing a System of Formal Governance
    • 03 – Family Council
    • 04 – Family Constitution
    • 05 – Family Meeting
  • Structuring and Managing Family Wealth
    • Introduction: Assets Structuring & Estate Planning
    • Introduction: Wealth Management
    • 01 – The Family Philosophy of Wealth
    • 02 – Asset Structuring and Estate Planning
    • 03 – The HEW Trust: Securing a Long-Term Future
    • 04 – Family Wealth Management
    • 05 – Being a Good Owner of Family Wealth
  • Family Business: Good Ownership and Effective Strategy
    • Introduction: Family Business Ownership and Strategy
    • 01 – Advantages of Family Business
    • 02 – Three Phases of Strategy Phase I: Diagnostic
    • 03 – Three Phases of Strategy Phase II: Design
    • 04 – Three Phases of Strategy Phase III: Implementation
    • 05 – Corporate Social Responsibility
    • 06 – Being a Good Owner
  • The Family Office, Ecosystem and Risk Management
    • Introduction: The Family Office and Ecosystem
    • 01- Introduction: The Family Office and Ecosystem
    • 02 – Family Risk Management
    • 03 – Predators in the Ecosystem
  • Family Dynamics: Culture, Relationships and Individual Issues
    • Introduction: Relationship and Indivisiual Issues
    • 01 – Introduction : Conflict Avoidance and Dispute Resolution
    • 02 – Conflict and Dispute Resolution
    • 03 – Building Trust, Harmony and Unity
  • Philanthropy and Social Engagement
    • Introduction: Philanthropy and Social Engagement
    • 01 – Introduction to Philanthropy and Social Engagement
    • 02 – Philanthropy and Social Engagement
    • 03 – Pete Petersen On The Role Of Philanthropy
    • 04 – Melinda French Gates On Values And Their Impact On Philanthropy
    • 05 – Rakesh Bharti Mittal On The Obligation To Give Back
    • 06 – David Rubinstein On The Advantages Of A Modest
    • 07 – Pam Omidayr On The Science Of Giving
    • 08 – Insights On Clarifying Inspiration
    • 09 – Pierre Omidayr On Why Focus Matters
  • Next Gen Education and Generational Transition
    • Introduction: NextGen and Family Education
    • 01 – Introduction: Generational Transition and Succession
    • 02 – Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
    • 03 – NextGen Education and Engagement

Course Information

Course Instructor

Administrator Administrator Author

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

$250
8 months of access

Family History, Challenges, Purpose, Vision and Values

Family Governance, Leadership and Succession

Structuring and Managing Family Wealth

Family Business: Good Ownership and Effective Strategy

The Family Office, Ecosystem and Risk Management

Family Dynamics: Culture, Relationships and Individual Issues

Philanthropy and Social Engagement

Next Gen Education and Generational Transition

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