“Hope is not a strategy”

This MasterClass course shows you how to set and achieve aspirational plans to beat the historical odds of “riches to rags in three generations”.
Very few wealthy families around the world have been able to preserve their financial wealth for more than three generations.
Many legacy families do not yet have a clear strategy to protect their wealth and enhance their legacies, perhaps because there was, until now, no opportunity available for their leaders to develop and implement their strategies
with expert support.

Objectives

This course contains twelve modules covering the essential elements of an integrated legacy strategy. Learn and adopt best practices to understand, develop and implement a comprehensive Integrated Legacy Strategy for your own family.

Instructors

Mark Daniell, Prof Liechtenstein, and Robert Batt

Your course progress

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Course Modules
  • Initial Assessment and Identification of Priority Issues
    • ILS1201: Overview Presentation
    • HVV1002: The History and Challenges of Family Wealth
    • ILS1001: Introduction: Integrated Legacy Strategy™
    • ILS1002: Preparing A Family Legacy Strategy
    • ILS1003: Documenting Legacy Strategy
    • ILS1004: Mastering the Process of Legacy Strategy
    • HVV1202: Newly Rich: First Generation Wealth
    • Importance of Private Wealth
  • History, Purpose, Vision and Values
    • HVV1003: True Family Wealth
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
  • Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1002: Family Dynamics and Generational Differences
    • GLS1003: Effecitve Leadership in a Family System
    • GLS1004: Benefits of a Formal Governance System
    • GLS1005: Enterprise Governance for Complex Families
    • GLS1006: Benefits of a Professional Family Office
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council
    • GLS1009: Family Meetings
  • Asset Structuring and Wealth Preservation
    • WMA1002: Asset Structuring and Estate Planning
    • GLS1202: The Ethical Will
    • WMA1004: The HEW Trust: Securing the Long Term Future of Your Family
  • Family Wealth Management
  • Family Business Ownership, Governance and Leadership
  • Philanthropy and Social Engagement
    • PSE1002: Importance of Philanthropy and Social Engagement
    • PSE1004: Questions: Philanthropy
    • PSE1003: CSR and Social Engagement
  • Family Dynamics: Culture, Relationships and Individual Issues
    • CRI1102: Family Culture
    • CRI1201: Fostering an Entrepreneurial Spirit
    • HVV1105: Family Virtues
    • CRI1003: Building Trust, Harmony and Unity
    • CRI1002: Conflict and Dispute Resolution
  • Generational Transitions and Leadership Succession
    • GLS1004: Leadership Succession
  • Family Risk Management
    • ILS1102: Family Risk Management
  • The Family Office and Ecosystem
    • FOE1002: Predator in the Ecosystem
  • NextGen and Family Education
    • ILS1005: Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
    • NXG1002: NextGen Education and Engagement
    • HVV1202: Newly Rich: First Generation Wealth
  • Executive Summary
  • Complete Document Architecture
  • Priority Issues Arising Short, Medium and Long Term
  • A New World: Evolving Context Within and Surrounding the Family
  • A New Approach for each Element of Strategy: 200 New Ideas and Opportunities to Consider
  • Engaging the Whole Family, Communicating Effectively

Course Information

Estimated Time: 1 week. ILS Framework

Integrated Family Wealth, Business and Legacy Strategy ™

$1,750
1 year of access

Initial Assessment and Identification of Priority Issues

History, Purpose, Vision and Values

Family Governance and Leadership

Asset Structuring and Wealth Preservation

Family Wealth Management

This section does not have any lessons.

Family Business Ownership, Governance and Leadership

This section does not have any lessons.

Philanthropy and Social Engagement

Family Dynamics: Culture, Relationships and Individual Issues

Generational Transitions and Leadership Succession

Family Risk Management

The Family Office and Ecosystem

NextGen and Family Education

Executive Summary

This section does not have any lessons.

Complete Document Architecture

This section does not have any lessons.

Priority Issues Arising Short, Medium and Long Term

This section does not have any lessons.

A New World: Evolving Context Within and Surrounding the Family

This section does not have any lessons.

A New Approach for each Element of Strategy: 200 New Ideas and Opportunities to Consider

This section does not have any lessons.

Engaging the Whole Family, Communicating Effectively

This section does not have any lessons.
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