October 13, 2020

BOS11 – Maximising Advantages of a Family Business

Back to: Family Business: Achieving Excellence in Ownership, Leadership, Governance and Responsibility

0

Courses and Lessons

Maximising advantages of a family business

Mark Haynes Daniell Mark Haynes Daniell

Family Business: Achieving Excellence in Ownership, Leadership, Governance and Responsibility

Enroll Full Course
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 (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 Family Business 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
September 16, 2020

Sustainable and Impact Investing

Back to: NextGen Education Part II: A Primer on Family Finances, Budgeting and Investment

0

Courses and Lessons

Sustainable and impact investing

Administrator Administrator
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Preparation—Your Financial Wealth Check
  • Managing income and expenses
  • Philosophy of wealth and investment objectives
    • WMA1101: Introduction: Wealth Management
    • 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
September 16, 2020

WMA1102: Family Wealth Management

Back to: NextGen Education Part II: A Primer on Family Finances, Budgeting and Investment

0

Courses and Lessons

Family Wealth Management

Administrator Administrator
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Preparation—Your Financial Wealth Check
  • Managing income and expenses
  • Philosophy of wealth and investment objectives
    • WMA1101: Introduction: Wealth Management
    • 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
September 15, 2020

PSE1003: CSR and Social Engagement

Back to: Making a Difference: Effective Philanthropy and Social Engagement

0

Courses and Lessons

CSR and Social Engagement

Administrator Administrator

Course Completion Progress

0%
Enroll Full Course
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
September 15, 2020

PSE1002: Importance of Philanthropy and Social Engagement

Back to: Making a Difference: Effective Philanthropy and Social Engagement

0

Courses and Lessons

Importance of Philanthropy and Social Engagement

Administrator Administrator

Course Completion Progress

0%
Enroll Full Course
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
September 11, 2020

NXG1005: Next Generation Education

Back to: The Family Office and Supporting Ecosystem

0

Courses and Lessons

Next Generation Education

Administrator Administrator

Course Completion Progress

0%
Enroll Full Course
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
    • NXG1001: Introduction: NextGen and Family Education
    • 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 and assessment of performance: management and performance assessment
September 11, 2020

NXG1004: Next Generation Learning

Back to: The Family Office and Supporting Ecosystem

0

Courses and Lessons

Next Generation Learning

Administrator Administrator

Course Completion Progress

0%
Enroll Full Course
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
    • NXG1001: Introduction: NextGen and Family Education
    • 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 and assessment of performance: management and performance assessment
September 11, 2020

NXG1002: NextGen Education and Engagement

Back to: The Family Office and Supporting Ecosystem

0

Courses and Lessons

NextGen Education and Engagement

Administrator Administrator

Course Completion Progress

0%
Enroll Full Course
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
    • NXG1001: Introduction: NextGen and Family Education
    • 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 and assessment of performance: management and performance assessment
September 11, 2020

WMA1007: Selecting Specific Investments for Your Family

Back to: Total Family Wealth: Integrating Portfolio, Business, Property and Private Investment

0

Courses and Lessons

Selecting Specific Investments for Your Family

Administrator Administrator
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Establishing a Disciplined Professional Process for Wealth Management
    • WMA1101: Introduction: Wealth Management
    • WMA1102: Family Wealth Management
  • Aligning Family Philosophy of Wealth, Vision and Values with the Approach to Wealth Management
    • HVV1004: The Family Philosophy of Wealth
    • WMA1103: Being a Good Owner of Family Wealth
    • GBWM
    • WMA1202: Setting Family Goals
  • Determining a Long-Term Strategy and Asset Structures for Total Family Wealth
    • WMA1009: Differences Between Institutional and Private Investing
    • WMA1005: Perspectives on Business and Portfolio Diversification
  • Set an Investor Profile and Practical Framework for the Family Investment Portfolio (including GBWM, Asset Allocation, Risk Management and Mega-theme investing)
  • Timing and Approach to Forecast Investments, Dividends and Distribution schedules
    • WMA1104: Long-Term Wealth Strategy Document
    • WMA1003: Asset Allocation
    • Scenario-Based Asset Allocation
    • WMA1203: Alternative Assets Overview
    • WMA1204: Asset Classes 1: Cash and Fixed Income
    • WMA1205: Asset Classes 2: Equities
    • WMA1204: Asset Classes 1: Cash and Fixed Income
    • WMA1208: Family Balance Sheet
    • WMA1207: Approaching Investment Risk
    • WMA1206: Asset Classes 4: Alternative Asset Classes
    • WMA1205: Asset Classes 2: Equities
    • WMA1201: Building a Wealth Plan
    • WMA1113: Introduction to Perspective of Wealth
    • WMA1109: Consolidated Reporting and Active Cost Management
    • WMA1110: The Differences Between Institutional and Private Investing
    • WMA1007: Questions: Wealth Management
    • WMA1111: Best Practice in Private and Family Investment
    • WMA1108: Selecting Specific Investments for Your Family
    • WMA1006: Questions: Asset Structuring
    • WMA1001: Introduction: Asset Structuring and Estate Planning
    • WMA1101: Introduction: Wealth Management
    • WMA1112: Importance of Preserving Family Wealth
    • WMA1206: Alternative Asset Classes
  • Selecting and Managing Managers
    • WMA1105: Annual Investment Policy Statement (IPS)
    • WMA1007: Selecting Specific Investments for Your Family
  • Effective Tactics: Selecting, Holding and Selling Specific Investments
    • WMA1006: Family Financial Ecosystem
  • Sustainable and Impact Investing
    • WMA1008: Consolidated Reporting and Active Cost Management
    • Portfolio Efficiency
  • Direct And Co-Investment Opportunities
  • Monitoring and Managing Portfolio Performance, Costs and Risk.
  • Drafting the Annual Investment Policy Statement.
  • Role of the Family Office.
  • Selecting and Managing an Ecosystem of Trusted Financial Advisors.
  • Family Education and Succession in Wealth Management
  • Asset Allocation and Perspectives on Key Asset Classes
September 11, 2020

WMA1206: Alternative Asset Classes

Back to: Total Family Wealth: Integrating Portfolio, Business, Property and Private Investment

0

Courses and Lessons

Alternative Asset Classes

Administrator Administrator
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Establishing a Disciplined Professional Process for Wealth Management
    • WMA1101: Introduction: Wealth Management
    • WMA1102: Family Wealth Management
  • Aligning Family Philosophy of Wealth, Vision and Values with the Approach to Wealth Management
    • HVV1004: The Family Philosophy of Wealth
    • WMA1103: Being a Good Owner of Family Wealth
    • GBWM
    • WMA1202: Setting Family Goals
  • Determining a Long-Term Strategy and Asset Structures for Total Family Wealth
    • WMA1009: Differences Between Institutional and Private Investing
    • WMA1005: Perspectives on Business and Portfolio Diversification
  • Set an Investor Profile and Practical Framework for the Family Investment Portfolio (including GBWM, Asset Allocation, Risk Management and Mega-theme investing)
  • Timing and Approach to Forecast Investments, Dividends and Distribution schedules
    • WMA1104: Long-Term Wealth Strategy Document
    • WMA1003: Asset Allocation
    • Scenario-Based Asset Allocation
    • WMA1203: Alternative Assets Overview
    • WMA1204: Asset Classes 1: Cash and Fixed Income
    • WMA1205: Asset Classes 2: Equities
    • WMA1204: Asset Classes 1: Cash and Fixed Income
    • WMA1208: Family Balance Sheet
    • WMA1207: Approaching Investment Risk
    • WMA1206: Asset Classes 4: Alternative Asset Classes
    • WMA1205: Asset Classes 2: Equities
    • WMA1201: Building a Wealth Plan
    • WMA1113: Introduction to Perspective of Wealth
    • WMA1109: Consolidated Reporting and Active Cost Management
    • WMA1110: The Differences Between Institutional and Private Investing
    • WMA1007: Questions: Wealth Management
    • WMA1111: Best Practice in Private and Family Investment
    • WMA1108: Selecting Specific Investments for Your Family
    • WMA1006: Questions: Asset Structuring
    • WMA1001: Introduction: Asset Structuring and Estate Planning
    • WMA1101: Introduction: Wealth Management
    • WMA1112: Importance of Preserving Family Wealth
    • WMA1206: Alternative Asset Classes
  • Selecting and Managing Managers
    • WMA1105: Annual Investment Policy Statement (IPS)
    • WMA1007: Selecting Specific Investments for Your Family
  • Effective Tactics: Selecting, Holding and Selling Specific Investments
    • WMA1006: Family Financial Ecosystem
  • Sustainable and Impact Investing
    • WMA1008: Consolidated Reporting and Active Cost Management
    • Portfolio Efficiency
  • Direct And Co-Investment Opportunities
  • Monitoring and Managing Portfolio Performance, Costs and Risk.
  • Drafting the Annual Investment Policy Statement.
  • Role of the Family Office.
  • Selecting and Managing an Ecosystem of Trusted Financial Advisors.
  • Family Education and Succession in Wealth Management
  • Asset Allocation and Perspectives on Key Asset Classes
Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Youtube
Consent to display content from - Youtube
Vimeo
Consent to display content from - Vimeo
Google Maps
Consent to display content from - Google
Save

Consistent with a philosophy of protecting user confidentiality and data security, this website only uses internal cookies to facilitate and enhance usage on this site.

We do not allow advertising and do not communicate any information of any kind to any third parties.

Please let us know if you have any questions (info@raffleslearning.com) or click on the button below to confirm your agreement to this policy.