Back to: An Advanced Approach to Family Governance, Leadership and Succession

‘Know the Way, Go the Way, Show the Way’: Living and Leading a Truly Wealthy Life

Understanding True Family Wealth

True Family Wealth

Mark Haynes Daniell

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Course Modules

Establishing a Formal System of Governance
- HVV1001: Introduction: History and Current Challenges
- HVV1002: The History and Challenges of Family Wealth
- HVV1003: True Family Wealth
- HVV1201: Family Evolution Across Generations
- HVV1202: Newly Rich: First Generation Wealth
Setting the Context: Family History, Current Challenges and Future Aspirations
- HVV1004: The Family Philosophy of Wealth
- HVV1101: Introduction: Family Purpose, Vision and Values
- HVV1102: Family Purpose
- HVV1104: Values and Guiding Principles
- HVV1105: Family Virtues
- HVV1203: ‘100 Questions’
The Family Constitution
- GLS1001: Introduction: Family Governance and Leadership
- GLS1002: Governance (Family, Business, Wealth, Philanthropy)
- GLS1003: Leadership of a Legacy Family
- GLS1005: Establishing a System of Formal Governance
- GLS1008: Family Constitution
- GLS1006: Family Council (and Committees)
- GLS1009: Family Meetings [and Social Programs]
- Family Advisory Board
The Family Council, Supporting Committees and the Advisory Board
Family Meetings, Communication and Social Calendar
The Family Office: Master of Complexity, Continuity and Change
Mapping and Managing the Family Ecosystem
Successful family leadership
- Leadership Exist as Per Latest Email
- – Non-Financial Metrics
Leadership Succession Planning and Preparation for Unplanned Events
- FOE1001: Introduction: Family Office and Ecosystem
- Managing the Family Ecosystem
- FOE1003: History of The Family Office Concept
- FOE1005: Managing the Family Ecosystem
- FOE1003: History of the Family Office Concept
- FEO1006: The Family Office Advisor
- FOE1004: Multi-family Office and Client Relationship
Generational Transitions
- GLS1201: Introduction: Generational Transition and Succession
- GLS1204: Leadership Succession
- GLS1202: The Ethical Will
- CRI1201: Fostering an Entrepreneurial Spirit
- CRI1302: Emotional Difficulties
- CRI1103: Building Relationships
- CRI1301: Positive Psychology
- CRI1306: Individual Issues 1: The Family System, Trauma and Family Therapy Programs
- CRI1004: Questions: Conflict Avoidance
- CRI1304: Family Dynamics
- CRI1305: Parenting Relationship
- CRI1307: Individual Issues 2: Dealing with Depression
- CRI1303: Grief
Effective Governance Practices and Risk Management
- ILS1005: Legacy Strategy for the Future: Multi-Generational
- Performance Enhancement Reviews and Personal Development Plans
- BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
- Being a Good Beneficiary
- HVV1104: Values and Guiding Principles
- HVV1104: Values and Guiding Principles
- HVV1005: Questions: History, Culture and Context
- HVV1006: Questions: History, Culture and Context
- HVV1204: Family Definition and Evolution
- HVV1205: Sudden Wealth
- HVV1105: Family Virtues
Addressing Family Dynamics, Avoiding Conflict and Resolving Disputes
- NXG1001: Introduction: NextGen and Family Education
- NXG1002: NextGen Education and Engagement
- NXG1005: Next Generation Education
Full Document Architecture
Preparing the Whole Family to Meet the Challenges of the Future
Aligning Governance Structures and Systems of Family, Wealth and Business
Assessing and Improving Board, Leadership and Committee Effectiveness

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HVV1002: The History and Challenges of Family Wealth

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HVV1201: Family Evolution Across Generations