Introduction to the Family Knowledge and Resource Center
Introduction to the Family Knowledge and Resource Center
We search constantly for new sources of valuable insights, practical examples and supplementary sources of information and experience for our users and their families. To that and, we have established a Family Knowledge and Resource Center with a summary of our course modules for easy reference, links to individual e-lessons and publications, an archive of historical webinars, podcasts, articles, interviews, summaries and links to recommended reading and other useful material.
This knowledge and experience have been developed over decades and presented in a series of books and presentations for more than ten years as the content for this site was being developed. An early presentation set out the structure and content of the site to a VIP audience at the Asia Society in Hong Kong more than ten years ago, beginning the journey for many of the attendees on their own legacy strategies.
Course Downloads
Integrated Legacy StrategyTM
Wealth Management
NextGen and Family Education
Family Purpose Vision & Values
Asset Structuring and Estate Planning
Philanthropy and Social Engagement
Family Risk Management
History & Current Challenges
Family Governance and Leadership
Family Business Ownership and Strategy
Philanthropy and Social Engagement