September 10, 2020

NXG1001: Introduction: NextGen and Family Education

Back to: Asset Structuring and the Principles of Wealth Preservation

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Courses and Lessons

Introduction: NextGen and Family Education

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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
September 10, 2020

Asset Structuring and Wealth Distribution Exists

Back to: Asset Structuring and the Principles of Wealth Preservation

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Courses and Lessons

Asset Structuring and Wealth Distribution exists

Administrator Administrator
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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
September 10, 2020

Wealth Distribution

Back to: Asset Structuring and the Principles of Wealth Preservation

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Courses and Lessons

Wealth Distribution

Administrator Administrator
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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
September 10, 2020

HVV1105: Family Virtues

Back to: An Advanced Approach to Family Governance, Leadership and Succession

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Courses and Lessons

Family Virtues

Administrator Administrator
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Course Completion Progress

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Enroll Full Course
Course Modules
  • Establishing a Formal System of Governance
    • HVV1001: Introduction: History and Current Challenges
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1201: Family Evolution Across Generations
    • HVV1202: Newly Rich: First Generation Wealth
  • Setting the Context: Family History, Current Challenges and Future Aspirations
    • HVV1004: The Family Philosophy of Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
    • HVV1203: ‘100 Questions’
  • The Family Constitution
    • GLS1001: Introduction: Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council (and Committees)
    • GLS1009: Family Meetings [and Social Programs]
    • Family Advisory Board
  • The Family Council, Supporting Committees and the Advisory Board
  • Family Meetings, Communication and Social Calendar
  • The Family Office: Master of Complexity, Continuity and Change
  • Mapping and Managing the Family Ecosystem
  • Successful family leadership
    • Leadership Exist as Per Latest Email
    • – Non-Financial Metrics
  • Leadership Succession Planning and Preparation for Unplanned Events
    • FOE1001: Introduction: Family Office and Ecosystem
    • Managing the Family Ecosystem
    • FOE1003: History of The Family Office Concept
    • FOE1005: Managing the Family Ecosystem
    • FOE1003: History of the Family Office Concept
    • FEO1006: The Family Office Advisor
    • FOE1004: Multi-family Office and Client Relationship
  • Generational Transitions
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership Succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
    • CRI1302: Emotional Difficulties
    • CRI1103: Building Relationships
    • CRI1301: Positive Psychology
    • CRI1306: Individual Issues 1: The Family System, Trauma and Family Therapy Programs
    • CRI1004: Questions: Conflict Avoidance
    • CRI1304: Family Dynamics
    • CRI1305: Parenting Relationship
    • CRI1307: Individual Issues 2: Dealing with Depression
    • CRI1303: Grief
  • Effective Governance Practices and Risk Management
    • ILS1005: Legacy Strategy for the Future: Multi-Generational
    • Performance Enhancement Reviews and Personal Development Plans
    • BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
    • Being a Good Beneficiary
    • HVV1104: Values and Guiding Principles
    • HVV1104: Values and Guiding Principles
    • HVV1005: Questions: History, Culture and Context
    • HVV1006: Questions: History, Culture and Context
    • HVV1204: Family Definition and Evolution
    • HVV1205: Sudden Wealth
    • HVV1105: Family Virtues
  • Addressing Family Dynamics, Avoiding Conflict and Resolving Disputes
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • NXG1005: Next Generation Education
  • Full Document Architecture
  • Preparing the Whole Family to Meet the Challenges of the Future
  • Aligning Governance Structures and Systems of Family, Wealth and Business
  • Assessing and Improving Board, Leadership and Committee Effectiveness
September 10, 2020

HVV1104: Values and Guiding Principles

Back to: An Advanced Approach to Family Governance, Leadership and Succession

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Courses and Lessons

Values and Guiding Principles

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Course Completion Progress

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Enroll Full Course
Course Modules
  • Establishing a Formal System of Governance
    • HVV1001: Introduction: History and Current Challenges
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1201: Family Evolution Across Generations
    • HVV1202: Newly Rich: First Generation Wealth
  • Setting the Context: Family History, Current Challenges and Future Aspirations
    • HVV1004: The Family Philosophy of Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
    • HVV1203: ‘100 Questions’
  • The Family Constitution
    • GLS1001: Introduction: Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council (and Committees)
    • GLS1009: Family Meetings [and Social Programs]
    • Family Advisory Board
  • The Family Council, Supporting Committees and the Advisory Board
  • Family Meetings, Communication and Social Calendar
  • The Family Office: Master of Complexity, Continuity and Change
  • Mapping and Managing the Family Ecosystem
  • Successful family leadership
    • Leadership Exist as Per Latest Email
    • – Non-Financial Metrics
  • Leadership Succession Planning and Preparation for Unplanned Events
    • FOE1001: Introduction: Family Office and Ecosystem
    • Managing the Family Ecosystem
    • FOE1003: History of The Family Office Concept
    • FOE1005: Managing the Family Ecosystem
    • FOE1003: History of the Family Office Concept
    • FEO1006: The Family Office Advisor
    • FOE1004: Multi-family Office and Client Relationship
  • Generational Transitions
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership Succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
    • CRI1302: Emotional Difficulties
    • CRI1103: Building Relationships
    • CRI1301: Positive Psychology
    • CRI1306: Individual Issues 1: The Family System, Trauma and Family Therapy Programs
    • CRI1004: Questions: Conflict Avoidance
    • CRI1304: Family Dynamics
    • CRI1305: Parenting Relationship
    • CRI1307: Individual Issues 2: Dealing with Depression
    • CRI1303: Grief
  • Effective Governance Practices and Risk Management
    • ILS1005: Legacy Strategy for the Future: Multi-Generational
    • Performance Enhancement Reviews and Personal Development Plans
    • BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
    • Being a Good Beneficiary
    • HVV1104: Values and Guiding Principles
    • HVV1104: Values and Guiding Principles
    • HVV1005: Questions: History, Culture and Context
    • HVV1006: Questions: History, Culture and Context
    • HVV1204: Family Definition and Evolution
    • HVV1205: Sudden Wealth
    • HVV1105: Family Virtues
  • Addressing Family Dynamics, Avoiding Conflict and Resolving Disputes
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • NXG1005: Next Generation Education
  • Full Document Architecture
  • Preparing the Whole Family to Meet the Challenges of the Future
  • Aligning Governance Structures and Systems of Family, Wealth and Business
  • Assessing and Improving Board, Leadership and Committee Effectiveness
September 10, 2020

Being a Good Beneficiary

Back to: An Advanced Approach to Family Governance, Leadership and Succession

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Courses and Lessons

Being a good beneficiary

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 Formal System of Governance
    • HVV1001: Introduction: History and Current Challenges
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1201: Family Evolution Across Generations
    • HVV1202: Newly Rich: First Generation Wealth
  • Setting the Context: Family History, Current Challenges and Future Aspirations
    • HVV1004: The Family Philosophy of Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
    • HVV1203: ‘100 Questions’
  • The Family Constitution
    • GLS1001: Introduction: Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council (and Committees)
    • GLS1009: Family Meetings [and Social Programs]
    • Family Advisory Board
  • The Family Council, Supporting Committees and the Advisory Board
  • Family Meetings, Communication and Social Calendar
  • The Family Office: Master of Complexity, Continuity and Change
  • Mapping and Managing the Family Ecosystem
  • Successful family leadership
    • Leadership Exist as Per Latest Email
    • – Non-Financial Metrics
  • Leadership Succession Planning and Preparation for Unplanned Events
    • FOE1001: Introduction: Family Office and Ecosystem
    • Managing the Family Ecosystem
    • FOE1003: History of The Family Office Concept
    • FOE1005: Managing the Family Ecosystem
    • FOE1003: History of the Family Office Concept
    • FEO1006: The Family Office Advisor
    • FOE1004: Multi-family Office and Client Relationship
  • Generational Transitions
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership Succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
    • CRI1302: Emotional Difficulties
    • CRI1103: Building Relationships
    • CRI1301: Positive Psychology
    • CRI1306: Individual Issues 1: The Family System, Trauma and Family Therapy Programs
    • CRI1004: Questions: Conflict Avoidance
    • CRI1304: Family Dynamics
    • CRI1305: Parenting Relationship
    • CRI1307: Individual Issues 2: Dealing with Depression
    • CRI1303: Grief
  • Effective Governance Practices and Risk Management
    • ILS1005: Legacy Strategy for the Future: Multi-Generational
    • Performance Enhancement Reviews and Personal Development Plans
    • BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
    • Being a Good Beneficiary
    • HVV1104: Values and Guiding Principles
    • HVV1104: Values and Guiding Principles
    • HVV1005: Questions: History, Culture and Context
    • HVV1006: Questions: History, Culture and Context
    • HVV1204: Family Definition and Evolution
    • HVV1205: Sudden Wealth
    • HVV1105: Family Virtues
  • Addressing Family Dynamics, Avoiding Conflict and Resolving Disputes
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • NXG1005: Next Generation Education
  • Full Document Architecture
  • Preparing the Whole Family to Meet the Challenges of the Future
  • Aligning Governance Structures and Systems of Family, Wealth and Business
  • Assessing and Improving Board, Leadership and Committee Effectiveness
September 10, 2020

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

Back to: An Advanced Approach to Family Governance, Leadership and Succession

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Courses and Lessons

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

0%
Enroll Full Course
Course Modules
  • Establishing a Formal System of Governance
    • HVV1001: Introduction: History and Current Challenges
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1201: Family Evolution Across Generations
    • HVV1202: Newly Rich: First Generation Wealth
  • Setting the Context: Family History, Current Challenges and Future Aspirations
    • HVV1004: The Family Philosophy of Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
    • HVV1203: ‘100 Questions’
  • The Family Constitution
    • GLS1001: Introduction: Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council (and Committees)
    • GLS1009: Family Meetings [and Social Programs]
    • Family Advisory Board
  • The Family Council, Supporting Committees and the Advisory Board
  • Family Meetings, Communication and Social Calendar
  • The Family Office: Master of Complexity, Continuity and Change
  • Mapping and Managing the Family Ecosystem
  • Successful family leadership
    • Leadership Exist as Per Latest Email
    • – Non-Financial Metrics
  • Leadership Succession Planning and Preparation for Unplanned Events
    • FOE1001: Introduction: Family Office and Ecosystem
    • Managing the Family Ecosystem
    • FOE1003: History of The Family Office Concept
    • FOE1005: Managing the Family Ecosystem
    • FOE1003: History of the Family Office Concept
    • FEO1006: The Family Office Advisor
    • FOE1004: Multi-family Office and Client Relationship
  • Generational Transitions
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership Succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
    • CRI1302: Emotional Difficulties
    • CRI1103: Building Relationships
    • CRI1301: Positive Psychology
    • CRI1306: Individual Issues 1: The Family System, Trauma and Family Therapy Programs
    • CRI1004: Questions: Conflict Avoidance
    • CRI1304: Family Dynamics
    • CRI1305: Parenting Relationship
    • CRI1307: Individual Issues 2: Dealing with Depression
    • CRI1303: Grief
  • Effective Governance Practices and Risk Management
    • ILS1005: Legacy Strategy for the Future: Multi-Generational
    • Performance Enhancement Reviews and Personal Development Plans
    • BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
    • Being a Good Beneficiary
    • HVV1104: Values and Guiding Principles
    • HVV1104: Values and Guiding Principles
    • HVV1005: Questions: History, Culture and Context
    • HVV1006: Questions: History, Culture and Context
    • HVV1204: Family Definition and Evolution
    • HVV1205: Sudden Wealth
    • HVV1105: Family Virtues
  • Addressing Family Dynamics, Avoiding Conflict and Resolving Disputes
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • NXG1005: Next Generation Education
  • Full Document Architecture
  • Preparing the Whole Family to Meet the Challenges of the Future
  • Aligning Governance Structures and Systems of Family, Wealth and Business
  • Assessing and Improving Board, Leadership and Committee Effectiveness
September 10, 2020

Performance Enhancement Reviews and Personal Development Plans

Back to: An Advanced Approach to Family Governance, Leadership and Succession

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Courses and Lessons

Performance enhancement Reviews and Personal Development Plans

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 Formal System of Governance
    • HVV1001: Introduction: History and Current Challenges
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1201: Family Evolution Across Generations
    • HVV1202: Newly Rich: First Generation Wealth
  • Setting the Context: Family History, Current Challenges and Future Aspirations
    • HVV1004: The Family Philosophy of Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
    • HVV1203: ‘100 Questions’
  • The Family Constitution
    • GLS1001: Introduction: Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council (and Committees)
    • GLS1009: Family Meetings [and Social Programs]
    • Family Advisory Board
  • The Family Council, Supporting Committees and the Advisory Board
  • Family Meetings, Communication and Social Calendar
  • The Family Office: Master of Complexity, Continuity and Change
  • Mapping and Managing the Family Ecosystem
  • Successful family leadership
    • Leadership Exist as Per Latest Email
    • – Non-Financial Metrics
  • Leadership Succession Planning and Preparation for Unplanned Events
    • FOE1001: Introduction: Family Office and Ecosystem
    • Managing the Family Ecosystem
    • FOE1003: History of The Family Office Concept
    • FOE1005: Managing the Family Ecosystem
    • FOE1003: History of the Family Office Concept
    • FEO1006: The Family Office Advisor
    • FOE1004: Multi-family Office and Client Relationship
  • Generational Transitions
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership Succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
    • CRI1302: Emotional Difficulties
    • CRI1103: Building Relationships
    • CRI1301: Positive Psychology
    • CRI1306: Individual Issues 1: The Family System, Trauma and Family Therapy Programs
    • CRI1004: Questions: Conflict Avoidance
    • CRI1304: Family Dynamics
    • CRI1305: Parenting Relationship
    • CRI1307: Individual Issues 2: Dealing with Depression
    • CRI1303: Grief
  • Effective Governance Practices and Risk Management
    • ILS1005: Legacy Strategy for the Future: Multi-Generational
    • Performance Enhancement Reviews and Personal Development Plans
    • BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
    • Being a Good Beneficiary
    • HVV1104: Values and Guiding Principles
    • HVV1104: Values and Guiding Principles
    • HVV1005: Questions: History, Culture and Context
    • HVV1006: Questions: History, Culture and Context
    • HVV1204: Family Definition and Evolution
    • HVV1205: Sudden Wealth
    • HVV1105: Family Virtues
  • Addressing Family Dynamics, Avoiding Conflict and Resolving Disputes
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • NXG1005: Next Generation Education
  • Full Document Architecture
  • Preparing the Whole Family to Meet the Challenges of the Future
  • Aligning Governance Structures and Systems of Family, Wealth and Business
  • Assessing and Improving Board, Leadership and Committee Effectiveness
September 10, 2020

NXG1005: Next Generation Education

Back to: An Advanced Approach to Family Governance, Leadership and Succession

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Courses and Lessons

NXG1005

Next Generation Education

Administrator Administrator
Download Lesson Material

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

Course Completion Progress

0%
  • Establishing a Formal System of Governance
    • HVV1001: Introduction: History and Current Challenges
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1201: Family Evolution Across Generations
    • HVV1202: Newly Rich: First Generation Wealth
  • Setting the Context: Family History, Current Challenges and Future Aspirations
    • HVV1004: The Family Philosophy of Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
    • HVV1203: ‘100 Questions’
  • The Family Constitution
    • GLS1001: Introduction: Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council (and Committees)
    • GLS1009: Family Meetings [and Social Programs]
    • Family Advisory Board
  • The Family Council, Supporting Committees and the Advisory Board
  • Family Meetings, Communication and Social Calendar
  • The Family Office: Master of Complexity, Continuity and Change
  • Mapping and Managing the Family Ecosystem
  • Successful family leadership
    • Leadership Exist as Per Latest Email
    • – Non-Financial Metrics
  • Leadership Succession Planning and Preparation for Unplanned Events
    • FOE1001: Introduction: Family Office and Ecosystem
    • Managing the Family Ecosystem
    • FOE1003: History of The Family Office Concept
    • FOE1005: Managing the Family Ecosystem
    • FOE1003: History of the Family Office Concept
    • FEO1006: The Family Office Advisor
    • FOE1004: Multi-family Office and Client Relationship
  • Generational Transitions
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership Succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
    • CRI1302: Emotional Difficulties
    • CRI1103: Building Relationships
    • CRI1301: Positive Psychology
    • CRI1306: Individual Issues 1: The Family System, Trauma and Family Therapy Programs
    • CRI1004: Questions: Conflict Avoidance
    • CRI1304: Family Dynamics
    • CRI1305: Parenting Relationship
    • CRI1307: Individual Issues 2: Dealing with Depression
    • CRI1303: Grief
  • Effective Governance Practices and Risk Management
    • ILS1005: Legacy Strategy for the Future: Multi-Generational
    • Performance Enhancement Reviews and Personal Development Plans
    • BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
    • Being a Good Beneficiary
    • HVV1104: Values and Guiding Principles
    • HVV1104: Values and Guiding Principles
    • HVV1005: Questions: History, Culture and Context
    • HVV1006: Questions: History, Culture and Context
    • HVV1204: Family Definition and Evolution
    • HVV1205: Sudden Wealth
    • HVV1105: Family Virtues
  • Addressing Family Dynamics, Avoiding Conflict and Resolving Disputes
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • NXG1005: Next Generation Education
  • Full Document Architecture
  • Preparing the Whole Family to Meet the Challenges of the Future
  • Aligning Governance Structures and Systems of Family, Wealth and Business
  • Assessing and Improving Board, Leadership and Committee Effectiveness
September 10, 2020

GLS1204: Leadership Succession

Back to: An Advanced Approach to Family Governance, Leadership and Succession

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Courses and Lessons

Leadership succession

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 Formal System of Governance
    • HVV1001: Introduction: History and Current Challenges
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1201: Family Evolution Across Generations
    • HVV1202: Newly Rich: First Generation Wealth
  • Setting the Context: Family History, Current Challenges and Future Aspirations
    • HVV1004: The Family Philosophy of Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
    • HVV1203: ‘100 Questions’
  • The Family Constitution
    • GLS1001: Introduction: Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council (and Committees)
    • GLS1009: Family Meetings [and Social Programs]
    • Family Advisory Board
  • The Family Council, Supporting Committees and the Advisory Board
  • Family Meetings, Communication and Social Calendar
  • The Family Office: Master of Complexity, Continuity and Change
  • Mapping and Managing the Family Ecosystem
  • Successful family leadership
    • Leadership Exist as Per Latest Email
    • – Non-Financial Metrics
  • Leadership Succession Planning and Preparation for Unplanned Events
    • FOE1001: Introduction: Family Office and Ecosystem
    • Managing the Family Ecosystem
    • FOE1003: History of The Family Office Concept
    • FOE1005: Managing the Family Ecosystem
    • FOE1003: History of the Family Office Concept
    • FEO1006: The Family Office Advisor
    • FOE1004: Multi-family Office and Client Relationship
  • Generational Transitions
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership Succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
    • CRI1302: Emotional Difficulties
    • CRI1103: Building Relationships
    • CRI1301: Positive Psychology
    • CRI1306: Individual Issues 1: The Family System, Trauma and Family Therapy Programs
    • CRI1004: Questions: Conflict Avoidance
    • CRI1304: Family Dynamics
    • CRI1305: Parenting Relationship
    • CRI1307: Individual Issues 2: Dealing with Depression
    • CRI1303: Grief
  • Effective Governance Practices and Risk Management
    • ILS1005: Legacy Strategy for the Future: Multi-Generational
    • Performance Enhancement Reviews and Personal Development Plans
    • BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
    • Being a Good Beneficiary
    • HVV1104: Values and Guiding Principles
    • HVV1104: Values and Guiding Principles
    • HVV1005: Questions: History, Culture and Context
    • HVV1006: Questions: History, Culture and Context
    • HVV1204: Family Definition and Evolution
    • HVV1205: Sudden Wealth
    • HVV1105: Family Virtues
  • Addressing Family Dynamics, Avoiding Conflict and Resolving Disputes
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • NXG1005: Next Generation Education
  • Full Document Architecture
  • Preparing the Whole Family to Meet the Challenges of the Future
  • Aligning Governance Structures and Systems of Family, Wealth and Business
  • Assessing and Improving Board, Leadership and Committee Effectiveness
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