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The Renaissance Leadership Imperative: Mastering and Integrating the Disciplines of Our Time

“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

Course Deliverables

Course Documents

Course Deliverables

Course Documents

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
- 04 – Family Culture
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 Author

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

$500

8 months of access

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

04 – Family Culture

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