September 11, 2020

NXG1002: NextGen Education and Engagement

Back to: The Family Office and Supporting Ecosystem

Courses and Lessons

NextGen Education and Engagement

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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: Management and Performance Assessment, Designing and Managing Multiple Family Office Locations in a Single Network, Other People’s Money…
September 11, 2020

WMA1007: Selecting Specific Investments for Your Family

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

Courses and Lessons

Selecting Specific Investments for Your Family

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Course Completion Progress

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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

Courses and Lessons

Alternative Asset Classes

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Course Completion Progress

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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

WMA1205: Asset Classes 2: Equities

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

Courses and Lessons

Asset Classes 2: Equities

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Course Completion Progress

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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

WMA1202: Setting Family Goals

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

Courses and Lessons

Setting Family Goals

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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

GBWM

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

Courses and Lessons

Administrator Administrator
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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

WMA1103: Being a Good Owner of Family Wealth

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

Courses and Lessons

Being a Good Owner of Family Wealth

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

WMA1102: Family Wealth Management

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

Courses and Lessons

Family Wealth Management

Administrator Administrator
Download Lesson Material

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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 10, 2020

BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures

Back to: Asset Structuring and the Principles of Wealth Preservation

Courses and Lessons

BUS1003

Being a Good Director of Family Enterprises and Family Governance Structures

Administrator Administrator
Download Lesson Material

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

Course Completion Progress

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  • Family Purpose, Philosophy of Wealth, Vision, Values and Wealth Structuring Objectives
  • Aligning Wealth Structures with Fiscal and Family Objectives
  • Alternative Approaches and Options for Asset Structures
    • WMA1002: Asset Structuring and Estate Planning
    • WMA1004: The HEW Trust: Securing the Long Term Future of Your Family
    • Wealth Distribution
  • Establishing Principles for Wealth Preservation: Financial Disciplines and Diversification
    • Asset Structuring and Wealth Distribution Exists
  • Distribution Policies Concerning Income and Capital
  • Risk Management Priorities and Actions
    • ILS1101: Introduction: Family Risk Management
    • ILS1006: Integrated Legacy Strategy
    • ILS1102: Family Risk Management
    • ILS1003: Questions: Risk Management
    • FOE1002: Predator in the Ecosystem
  • Heir Conditioning: Preparing the Money for Heirs, Preparing Heirs for the Money
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • NXG1003: Legacy Strategy for the Future
    • NXG1004: Next Generation Learning
    • Being a Good Beneficiary
    • BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
  • Wealth Structuring Objectives and Options
  • Multi-Jurisdictional Approaches and Options for Asset Structuring
September 10, 2020

Being a Good Beneficiary

Back to: Asset Structuring and the Principles of Wealth Preservation

Courses and Lessons

Being a Good Beneficiary

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

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Family Purpose, Philosophy of Wealth, Vision, Values and Wealth Structuring Objectives
  • Aligning Wealth Structures with Fiscal and Family Objectives
  • Alternative Approaches and Options for Asset Structures
    • WMA1002: Asset Structuring and Estate Planning
    • WMA1004: The HEW Trust: Securing the Long Term Future of Your Family
    • Wealth Distribution
  • Establishing Principles for Wealth Preservation: Financial Disciplines and Diversification
    • Asset Structuring and Wealth Distribution Exists
  • Distribution Policies Concerning Income and Capital
  • Risk Management Priorities and Actions
    • ILS1101: Introduction: Family Risk Management
    • ILS1006: Integrated Legacy Strategy
    • ILS1102: Family Risk Management
    • ILS1003: Questions: Risk Management
    • FOE1002: Predator in the Ecosystem
  • Heir Conditioning: Preparing the Money for Heirs, Preparing Heirs for the Money
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • NXG1003: Legacy Strategy for the Future
    • NXG1004: Next Generation Learning
    • Being a Good Beneficiary
    • BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
  • Wealth Structuring Objectives and Options
  • Multi-Jurisdictional Approaches and Options for Asset Structuring
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