BOS10 – Management Principles
Back to: Master Class in Family Business Ownership, Leadership and Strategy
Courses and Lessons

Management Principles
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Course Modules
- Advantages and imperatives for family business owners and leaders
- BUS1005: Strategic Possibilities for your Business
- BUS1006: Strategic Options Evaluation
- BOS10 – Management Principles
- BOS11 – Maximising advantages of a family business
- Being a Good Owner (as both active and passive owner)
- WMA1103: Being a Good Owner of Family Wealth
- BOS22 – Diagnostic Step 4 – Business Dynamics
- BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
- Successful Business Governance: Board, Chair and Committees; Aligning FamilyBusiness Board and Family Council
- Effective Leadership and Team Development
- GLS1003: Leadership of a Legacy Family
- BUS1308: Implementation Step 7 – Leadership and Motivation
- BUS1002: The Company Ecosystem
- Strategic Transactions: IPOs and sale of the family business
- BUS1004: Successful Listing (IPO) of a Family Business
- Strategic Career Pathing for Family Members in the Family Business
- Preparing for leadership succession and generational transition
- Your Own Business: History, Challenges and Objectives
- Analyzing the Business and Evaluating Options: Seven Steps
- Designing an Effective Strategy: Seven Steps
- Implementing Plans and Maximizing Value: Seven Steps
- Preparing For Leadership Succession and Generational Transition
- Working With External Advisors to Integrate both ‘Best Practices’ and ‘Next Practices’
- Educating the Family in Business Strategy
BOS11 – Maximising advantages of a family business
Back to: Master Class in Family Business Ownership, Leadership and Strategy
Courses and Lessons

Maximising advantages of a family business
Master Class in Family Business Ownership, Leadership and Strategy
Enroll
Course Modules
- Advantages and imperatives for family business owners and leaders
- BUS1005: Strategic Possibilities for your Business
- BUS1006: Strategic Options Evaluation
- BOS10 – Management Principles
- BOS11 – Maximising advantages of a family business
- Being a Good Owner (as both active and passive owner)
- WMA1103: Being a Good Owner of Family Wealth
- BOS22 – Diagnostic Step 4 – Business Dynamics
- BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
- Successful Business Governance: Board, Chair and Committees; Aligning FamilyBusiness Board and Family Council
- Effective Leadership and Team Development
- GLS1003: Leadership of a Legacy Family
- BUS1308: Implementation Step 7 – Leadership and Motivation
- BUS1002: The Company Ecosystem
- Strategic Transactions: IPOs and sale of the family business
- BUS1004: Successful Listing (IPO) of a Family Business
- Strategic Career Pathing for Family Members in the Family Business
- Preparing for leadership succession and generational transition
- Your Own Business: History, Challenges and Objectives
- Analyzing the Business and Evaluating Options: Seven Steps
- Designing an Effective Strategy: Seven Steps
- Implementing Plans and Maximizing Value: Seven Steps
- Preparing For Leadership Succession and Generational Transition
- Working With External Advisors to Integrate both ‘Best Practices’ and ‘Next Practices’
- Educating the Family in Business Strategy
Sustainable and impact investing
Back to: NextGen Education Part II: A Primer on Family Finances, Budgeting and Investment
Courses and Lessons
Sustainable and impact investing
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Course Completion Progress
0%
Enroll
Course Modules
- Preparation—Your Financial Wealth Check
- Managing income and expenses
- Philosophy of wealth and investment objectives
- HVV1004: The Family Philosophy of Wealth
- WMA1009: Differences Between Institutional and Private Investing, The Long term investment objectives
- WMA1102: Family Wealth Management
- WMA1102: Family Wealth Management
- Sustainable and impact investing
- Investor profile and S-curve asset allocation
- Overview of asset classes
- Sustainable and impact investing
- Managing the family financial ecosystem
- WMA1107: Family Financial Ecosystem
- Performance reporting and management
WMA1102: Family Wealth Management
Back to: NextGen Education Part II: A Primer on Family Finances, Budgeting and Investment
Courses and Lessons
Family Wealth Management
To download, right-click on the link above and select "Save link as..."
Course Completion Progress
0%
Enroll
Course Modules
- Preparation—Your Financial Wealth Check
- Managing income and expenses
- Philosophy of wealth and investment objectives
- HVV1004: The Family Philosophy of Wealth
- WMA1009: Differences Between Institutional and Private Investing, The Long term investment objectives
- WMA1102: Family Wealth Management
- WMA1102: Family Wealth Management
- Sustainable and impact investing
- Investor profile and S-curve asset allocation
- Overview of asset classes
- Sustainable and impact investing
- Managing the family financial ecosystem
- WMA1107: Family Financial Ecosystem
- Performance reporting and management
PSE1003: CSR and Social Engagement
Back to: Philanthropy and Social Engagement
Courses and Lessons
CSR and Social Engagement
Course Completion Progress
0%
Enroll
Course Modules
- Clarifying role in the family legacy, assessing history and impact
- Organisational Design: Key Considerations
- Applying Best Practice and Next Practice: Challenging Questions for Leaders of a Family Business
- Observations on Leadership Succession and Generational Transitions in a Family Business
- Overview of the Course in Philanthropy and Social Engagement
- Benefits of a Professional Family Office
- Enterprise Governance for Complex Families
- Benefits of a Formal Governance System
- Effecitve Leadership in a Family System
- Family Dynamics and Generational Differences
- The Role of the Strategic Balance Sheet in the Strategy for a Family Business
- The Elements of Successful Leadership in a Family Business
- Managing a Family in a Family Business
- Governance and Oversight of a Family Business
- Effective Ownership of a Family Business
- Strategic Success Factors in Family Business
- Considering the Role of the Family Business in Issues
- Profiting from the Natural Advantages of Family Business
- PSE1003: CSR and Social Engagement
- PSE1002: Importance of Philanthropy and Social Engagement
- Establishing your future family purpose, beliefs and values
- Setting the overall goal and targeting specific results
- Defining and honoring family responsibilities and commitments
- Designing a practical action plan to achieve results
- Working effectively with grantees
- Measuring progress and maximizing impact
- Determining Long Term Priorities, Vision, and Strategy Setting The Overall Goal and Targeting Specific Results
PSE1002: Importance of Philanthropy and Social Engagement
Back to: Philanthropy and Social Engagement
Courses and Lessons
Importance of Philanthropy and Social Engagement
Course Completion Progress
0%
Enroll
Course Modules
- Clarifying role in the family legacy, assessing history and impact
- Organisational Design: Key Considerations
- Applying Best Practice and Next Practice: Challenging Questions for Leaders of a Family Business
- Observations on Leadership Succession and Generational Transitions in a Family Business
- Overview of the Course in Philanthropy and Social Engagement
- Benefits of a Professional Family Office
- Enterprise Governance for Complex Families
- Benefits of a Formal Governance System
- Effecitve Leadership in a Family System
- Family Dynamics and Generational Differences
- The Role of the Strategic Balance Sheet in the Strategy for a Family Business
- The Elements of Successful Leadership in a Family Business
- Managing a Family in a Family Business
- Governance and Oversight of a Family Business
- Effective Ownership of a Family Business
- Strategic Success Factors in Family Business
- Considering the Role of the Family Business in Issues
- Profiting from the Natural Advantages of Family Business
- PSE1003: CSR and Social Engagement
- PSE1002: Importance of Philanthropy and Social Engagement
- Establishing your future family purpose, beliefs and values
- Setting the overall goal and targeting specific results
- Defining and honoring family responsibilities and commitments
- Designing a practical action plan to achieve results
- Working effectively with grantees
- Measuring progress and maximizing impact
- Determining Long Term Priorities, Vision, and Strategy Setting The Overall Goal and Targeting Specific Results
NXG1005: Next Generation Education
Back to: The Family Office and Ecosystem
Courses and Lessons
Next Generation Education
Course Completion Progress
0%
Enroll
Course Modules
- Family office purpose and a checklist of responsibilities
- Role in family governance, risk management and the family ecosystem
- Role in wealth structuring and wealth management asset management
- Supporting family business and philanthropy
- Ensuring effective communications and reinforcing family values
- Overseeing family education and development
- NXG1002: NextGen Education and Engagement
- NXG1004: Next Generation Learning
- NXG1005: Next Generation Education
- NXG1006: Questions: Next Gen Education
- NXG1101: Talking to Your Kids about Money
- NXG1007: Preparing the NextGen
- Family office objectives: management and performance assessment, designing and managing multiple family office locations in a single network, Other People’s Money…
NXG1004: Next Generation Learning
Back to: The Family Office and Ecosystem
Courses and Lessons
Next Generation Learning
Course Completion Progress
0%
Enroll
Course Modules
- Family office purpose and a checklist of responsibilities
- Role in family governance, risk management and the family ecosystem
- Role in wealth structuring and wealth management asset management
- Supporting family business and philanthropy
- Ensuring effective communications and reinforcing family values
- Overseeing family education and development
- NXG1002: NextGen Education and Engagement
- NXG1004: Next Generation Learning
- NXG1005: Next Generation Education
- NXG1006: Questions: Next Gen Education
- NXG1101: Talking to Your Kids about Money
- NXG1007: Preparing the NextGen
- Family office objectives: management and performance assessment, designing and managing multiple family office locations in a single network, Other People’s Money…
NXG1002: NextGen Education and Engagement
Back to: The Family Office and Ecosystem
Courses and Lessons
NextGen Education and Engagement
Course Completion Progress
0%
Enroll
Course Modules
- Family office purpose and a checklist of responsibilities
- Role in family governance, risk management and the family ecosystem
- Role in wealth structuring and wealth management asset management
- Supporting family business and philanthropy
- Ensuring effective communications and reinforcing family values
- Overseeing family education and development
- NXG1002: NextGen Education and Engagement
- NXG1004: Next Generation Learning
- NXG1005: Next Generation Education
- NXG1006: Questions: Next Gen Education
- NXG1101: Talking to Your Kids about Money
- NXG1007: Preparing the NextGen
- Family office objectives: management and performance assessment, designing and managing multiple family office locations in a single network, Other People’s Money…
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