October 7, 2018

HVV1003: True Family Wealth

Back to: A Broader Engagement: Addressing the External Issues That Are Shaping the Future of the Family

Courses and Lessons

True Family Wealth

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

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Course Modules
  • Reviewing the Background and List of Potential Areas for Engagement, Taking intoConsideration Current and Future Impact on the Family and its Ability to InfluenceThem Given Family History, Assets, Liabilities, Purpose, Values and Capabilities
  • Setting Initial Priorities and Exploring Potential Areas of Engagement
  • Understanding The Full Menu of Potential Action In Each Area
    • HVV1003: True Family Wealth
  • Selecting Areas for Action, Setting Metrics of Success and Outlining a ForwardSchedule with Target Milestones for Accomplishment In the Short, Medium AndLong Term
  • Mustering Resources from Within and Outside of the Family Capable of Supportingthe Effort from Initial and Continuing Education to Effective Implementation
  • Outline of Specific Plans with Roles and Responsibilities: Short, Medium and LongTerm
  • Develop And Implement A Masterplan With Necessary Financial Resources AndCommunications Plans In Place To Achieve The Target Objectives And Have TheMaximum Positive Impact On The Future Of The Family
  • Forward MasterPlan for Short, Medium and Long Term
  • Internal Communications and Educational Plans
  • Alignment with All Aspects of the Family Enterprise: Business, Wealth Management, Philanthropy, Existing Social Engagements
  • Family Policies, Risks, Opportunities, Roles and Responsibilities
  • Initial List of Priority Actions and Requirements to Pursue Them Successfully
  • Establish Family Policy and Shortlist of Areas of Potential Interest
  • External Context and Challenges, Risks and Opportunities for the Family
October 7, 2018

GLS1006: Family Council

Back to: Integrated Legacy Strategy

Courses and Lessons

Family Council

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

0%
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Course Modules
  • Initial Assessment and Identification of Priority Issues
    • ILS1201: Overview Presentation
    • HVV1002: The History and Challenges of Family Wealth
    • ILS1001: Introduction: Integrated Legacy Strategy™
    • ILS1002: Preparing A Family Legacy Strategy
    • ILS1003: Documenting Legacy Strategy
    • ILS1004: Mastering the Process of Legacy Strategy
    • HVV1202: Newly Rich: First Generation Wealth
    • Importance of Private Wealth
  • History, Purpose, Vision and Values
    • HVV1003: True Family Wealth
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
  • Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1002: Family Dynamics and Generational Differences
    • GLS1003: Effecitve Leadership in a Family System
    • GLS1004: Benefits of a Formal Governance System
    • GLS1005: Enterprise Governance for Complex Families
    • GLS1006: Benefits of a Professional Family Office
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council
    • GLS1009: Family Meetings
  • Asset Structuring and Wealth Preservation
    • WMA1002: Asset Structuring and Estate Planning
    • GLS1202: The Ethical Will
    • WMA1004: The HEW Trust: Securing the Long Term Future of Your Family
  • Family Wealth Management
  • Family Business Ownership, Governance and Leadership
  • Philanthropy and Social Engagement
    • PSE1002: Importance of Philanthropy and Social Engagement
    • PSE1004: Questions: Philanthropy
    • PSE1003: CSR and Social Engagement
  • Family Dynamics: Culture, Relationships and Individual Issues
    • CRI1102: Family Culture
    • CRI1201: Fostering an Entrepreneurial Spirit
    • HVV1105: Family Virtues
    • CRI1003: Building Trust, Harmony and Unity
    • CRI1002: Conflict and Dispute Resolution
  • Generational Transitions and Leadership Succession
    • GLS1004: Leadership Succession
  • Family Risk Management
    • ILS1102: Family Risk Management
  • The Family Office and Ecosystem
    • FOE1002: Predator in the Ecosystem
  • NextGen and Family Education
    • ILS1005: Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
    • NXG1002: NextGen Education and Engagement
    • HVV1202: Newly Rich: First Generation Wealth
  • Executive Summary
  • Complete Document Architecture
  • Priority Issues Arising Short, Medium and Long Term
  • A New World: Evolving Context Within and Surrounding the Family
  • A New Approach for each Element of Strategy: 200 New Ideas and Opportunities to Consider
  • Engaging the Whole Family, Communicating Effectively
October 7, 2018

PSE1003: CSR and Social Engagement

Back to: Integrated Legacy Strategy

Courses and Lessons

CSR and Social Engagement

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

0%
Enroll
Course Modules
  • Initial Assessment and Identification of Priority Issues
    • ILS1201: Overview Presentation
    • HVV1002: The History and Challenges of Family Wealth
    • ILS1001: Introduction: Integrated Legacy Strategy™
    • ILS1002: Preparing A Family Legacy Strategy
    • ILS1003: Documenting Legacy Strategy
    • ILS1004: Mastering the Process of Legacy Strategy
    • HVV1202: Newly Rich: First Generation Wealth
    • Importance of Private Wealth
  • History, Purpose, Vision and Values
    • HVV1003: True Family Wealth
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
  • Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1002: Family Dynamics and Generational Differences
    • GLS1003: Effecitve Leadership in a Family System
    • GLS1004: Benefits of a Formal Governance System
    • GLS1005: Enterprise Governance for Complex Families
    • GLS1006: Benefits of a Professional Family Office
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council
    • GLS1009: Family Meetings
  • Asset Structuring and Wealth Preservation
    • WMA1002: Asset Structuring and Estate Planning
    • GLS1202: The Ethical Will
    • WMA1004: The HEW Trust: Securing the Long Term Future of Your Family
  • Family Wealth Management
  • Family Business Ownership, Governance and Leadership
  • Philanthropy and Social Engagement
    • PSE1002: Importance of Philanthropy and Social Engagement
    • PSE1004: Questions: Philanthropy
    • PSE1003: CSR and Social Engagement
  • Family Dynamics: Culture, Relationships and Individual Issues
    • CRI1102: Family Culture
    • CRI1201: Fostering an Entrepreneurial Spirit
    • HVV1105: Family Virtues
    • CRI1003: Building Trust, Harmony and Unity
    • CRI1002: Conflict and Dispute Resolution
  • Generational Transitions and Leadership Succession
    • GLS1004: Leadership Succession
  • Family Risk Management
    • ILS1102: Family Risk Management
  • The Family Office and Ecosystem
    • FOE1002: Predator in the Ecosystem
  • NextGen and Family Education
    • ILS1005: Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
    • NXG1002: NextGen Education and Engagement
    • HVV1202: Newly Rich: First Generation Wealth
  • Executive Summary
  • Complete Document Architecture
  • Priority Issues Arising Short, Medium and Long Term
  • A New World: Evolving Context Within and Surrounding the Family
  • A New Approach for each Element of Strategy: 200 New Ideas and Opportunities to Consider
  • Engaging the Whole Family, Communicating Effectively
October 3, 2018

HVV1003: True Family Wealth

Back to: Family Culture, Relationships and Individual Issues

Courses and Lessons

True Family Wealth

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

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

Course Completion Progress

0%
Enroll
Course Modules
  • The human side of the legacy family: Examples and challenges
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1003: True Family Wealth
    • HVV1004: The Family Philosophy of Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1103: Vision and Mission
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
    • BUS1023: Applying Best Practice and Next Practice: Challenging Questions for Leaders of a Family Business
    • BUS1022: The Role of the Strategic Balance Sheet in the Strategy for a Family Business
    • BUS1021: Organisational Design: Key Considerations
    • BUS1011: Be Knowledgeable about the Business to Be a Good Owner
    • BUS1007: Embedding CSR and Social Engagement in Business Strategy
    • BUS1012: Selling a Family Business
    • BUS1010: What Is Strategy
    • BUS1001: Introduction: Family Business Ownership and Strategy
    • BUS1008: Strategic Transactions
    • BUS1009: Family Business Strategy: Questions
    • BUS1202: Design Step 1 – The Promise: Vision, Mission and Values
  • Evolution of the modern family and the family system
    • HVV1201: Family Evolution Across Generations
  • Addressing family dynamics and fundamental culture
  • Reinforcing relationships, avoiding conflicts and resolving disputes
    • BUS1308: Implementation Step 7 – Leadership and Motivation
    • GLS1001: Introduction: Family Governance and Leadership
    • HVV1106: Victor Frankel on Meaning and Purpose
    • GLS1302:Increasing Odds of a Successful Wealth Transition
    • GEN1002: Introduction to the Family Knowledge Center
    • GEN1003: Introduction to the Family Office Center
    • GLS1301: How Much to Leave Your Kids
    • GLS1101: Pruning the Family Tree
    • GLS1007: Family Council, Part 2
    • GLS1010: How Should a Family Meeting Feel?
    • GLS1203: Questions: Generational Transitions
    • GEN1001: Introduction to Raffles Legacy Learning
    • GEN1102: Introduction to the Liechenstein Academy
    • GEN1101: IESE Introduction
    • GEN1201: Robert Batt Introduction
    • GEN1203: TRC Group Introduction
    • GLS1011: Elements of Family Governance
    • GLS1003: Leadership of a Legacy Family
    • GLS1004: Leadership Succession
    • HVV1203: Family Stories and 100 Questions
    • PSE1002: Importance of Philanthropy and Social Engagement
    • PSE1003: CSR and Social Engagement
  • Understanding individual issues
  • Positive psychology: Making good things better
    • CRI1301: Positive Psychology
  • Assuring the ‘Educational and Emotional Readiness’ of the Rising Generation
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • Emotional Readiness
  • The ‘Even Harder Stuff’: Learning the Lessons of Family History, Culture and Dynamics
  • The Nature and Importance of Family Culture: Beliefs, Attitudes and Behaviours Anticipating Change in the World of the Legacy Family and Its Wealth, Business and Greater Enterprise
  • Predictable Patterns and Traditional Challenges of Family Evolution by Generation
  • Defining Rights, Roles and Responsibilities for All family Members
  • Balancing the Involvement of Branches and Selected Individuals
  • Mapping and Managing Family and Individual Ecosystems
  • The Critical Roles of Family Governance and the Family Office
  • Engaging Expert External Resources as Advisors, Coaches, Mentors and Counsellors
  • Foundations of the Future: Education, Evolution, Engagement, Creativity and Communication
October 3, 2018

HVV1004: The Family Philosophy of Wealth

Back to: Family Culture, Relationships and Individual Issues

Courses and Lessons

The Family Philosophy of Wealth

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

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

Course Completion Progress

0%
Enroll
Course Modules
  • The human side of the legacy family: Examples and challenges
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1003: True Family Wealth
    • HVV1004: The Family Philosophy of Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1103: Vision and Mission
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
    • BUS1023: Applying Best Practice and Next Practice: Challenging Questions for Leaders of a Family Business
    • BUS1022: The Role of the Strategic Balance Sheet in the Strategy for a Family Business
    • BUS1021: Organisational Design: Key Considerations
    • BUS1011: Be Knowledgeable about the Business to Be a Good Owner
    • BUS1007: Embedding CSR and Social Engagement in Business Strategy
    • BUS1012: Selling a Family Business
    • BUS1010: What Is Strategy
    • BUS1001: Introduction: Family Business Ownership and Strategy
    • BUS1008: Strategic Transactions
    • BUS1009: Family Business Strategy: Questions
    • BUS1202: Design Step 1 – The Promise: Vision, Mission and Values
  • Evolution of the modern family and the family system
    • HVV1201: Family Evolution Across Generations
  • Addressing family dynamics and fundamental culture
  • Reinforcing relationships, avoiding conflicts and resolving disputes
    • BUS1308: Implementation Step 7 – Leadership and Motivation
    • GLS1001: Introduction: Family Governance and Leadership
    • HVV1106: Victor Frankel on Meaning and Purpose
    • GLS1302:Increasing Odds of a Successful Wealth Transition
    • GEN1002: Introduction to the Family Knowledge Center
    • GEN1003: Introduction to the Family Office Center
    • GLS1301: How Much to Leave Your Kids
    • GLS1101: Pruning the Family Tree
    • GLS1007: Family Council, Part 2
    • GLS1010: How Should a Family Meeting Feel?
    • GLS1203: Questions: Generational Transitions
    • GEN1001: Introduction to Raffles Legacy Learning
    • GEN1102: Introduction to the Liechenstein Academy
    • GEN1101: IESE Introduction
    • GEN1201: Robert Batt Introduction
    • GEN1203: TRC Group Introduction
    • GLS1011: Elements of Family Governance
    • GLS1003: Leadership of a Legacy Family
    • GLS1004: Leadership Succession
    • HVV1203: Family Stories and 100 Questions
    • PSE1002: Importance of Philanthropy and Social Engagement
    • PSE1003: CSR and Social Engagement
  • Understanding individual issues
  • Positive psychology: Making good things better
    • CRI1301: Positive Psychology
  • Assuring the ‘Educational and Emotional Readiness’ of the Rising Generation
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • Emotional Readiness
  • The ‘Even Harder Stuff’: Learning the Lessons of Family History, Culture and Dynamics
  • The Nature and Importance of Family Culture: Beliefs, Attitudes and Behaviours Anticipating Change in the World of the Legacy Family and Its Wealth, Business and Greater Enterprise
  • Predictable Patterns and Traditional Challenges of Family Evolution by Generation
  • Defining Rights, Roles and Responsibilities for All family Members
  • Balancing the Involvement of Branches and Selected Individuals
  • Mapping and Managing Family and Individual Ecosystems
  • The Critical Roles of Family Governance and the Family Office
  • Engaging Expert External Resources as Advisors, Coaches, Mentors and Counsellors
  • Foundations of the Future: Education, Evolution, Engagement, Creativity and Communication
October 3, 2018

HVV1101: Introduction: Family Purpose, Vision and Values

Back to: Family Culture, Relationships and Individual Issues

Courses and Lessons

Family Purpose, Vision and Values

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

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

Course Completion Progress

0%
Enroll
Course Modules
  • The human side of the legacy family: Examples and challenges
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1003: True Family Wealth
    • HVV1004: The Family Philosophy of Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1103: Vision and Mission
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
    • BUS1023: Applying Best Practice and Next Practice: Challenging Questions for Leaders of a Family Business
    • BUS1022: The Role of the Strategic Balance Sheet in the Strategy for a Family Business
    • BUS1021: Organisational Design: Key Considerations
    • BUS1011: Be Knowledgeable about the Business to Be a Good Owner
    • BUS1007: Embedding CSR and Social Engagement in Business Strategy
    • BUS1012: Selling a Family Business
    • BUS1010: What Is Strategy
    • BUS1001: Introduction: Family Business Ownership and Strategy
    • BUS1008: Strategic Transactions
    • BUS1009: Family Business Strategy: Questions
    • BUS1202: Design Step 1 – The Promise: Vision, Mission and Values
  • Evolution of the modern family and the family system
    • HVV1201: Family Evolution Across Generations
  • Addressing family dynamics and fundamental culture
  • Reinforcing relationships, avoiding conflicts and resolving disputes
    • BUS1308: Implementation Step 7 – Leadership and Motivation
    • GLS1001: Introduction: Family Governance and Leadership
    • HVV1106: Victor Frankel on Meaning and Purpose
    • GLS1302:Increasing Odds of a Successful Wealth Transition
    • GEN1002: Introduction to the Family Knowledge Center
    • GEN1003: Introduction to the Family Office Center
    • GLS1301: How Much to Leave Your Kids
    • GLS1101: Pruning the Family Tree
    • GLS1007: Family Council, Part 2
    • GLS1010: How Should a Family Meeting Feel?
    • GLS1203: Questions: Generational Transitions
    • GEN1001: Introduction to Raffles Legacy Learning
    • GEN1102: Introduction to the Liechenstein Academy
    • GEN1101: IESE Introduction
    • GEN1201: Robert Batt Introduction
    • GEN1203: TRC Group Introduction
    • GLS1011: Elements of Family Governance
    • GLS1003: Leadership of a Legacy Family
    • GLS1004: Leadership Succession
    • HVV1203: Family Stories and 100 Questions
    • PSE1002: Importance of Philanthropy and Social Engagement
    • PSE1003: CSR and Social Engagement
  • Understanding individual issues
  • Positive psychology: Making good things better
    • CRI1301: Positive Psychology
  • Assuring the ‘Educational and Emotional Readiness’ of the Rising Generation
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • Emotional Readiness
  • The ‘Even Harder Stuff’: Learning the Lessons of Family History, Culture and Dynamics
  • The Nature and Importance of Family Culture: Beliefs, Attitudes and Behaviours Anticipating Change in the World of the Legacy Family and Its Wealth, Business and Greater Enterprise
  • Predictable Patterns and Traditional Challenges of Family Evolution by Generation
  • Defining Rights, Roles and Responsibilities for All family Members
  • Balancing the Involvement of Branches and Selected Individuals
  • Mapping and Managing Family and Individual Ecosystems
  • The Critical Roles of Family Governance and the Family Office
  • Engaging Expert External Resources as Advisors, Coaches, Mentors and Counsellors
  • Foundations of the Future: Education, Evolution, Engagement, Creativity and Communication
October 3, 2018

HVV1002: The History and Challenges of Family Wealth

Back to: Family Culture, Relationships and Individual Issues

Courses and Lessons

The History and Challenges of Family Wealth

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

0%
Enroll
Course Modules
  • The human side of the legacy family: Examples and challenges
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1003: True Family Wealth
    • HVV1004: The Family Philosophy of Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1103: Vision and Mission
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
    • BUS1023: Applying Best Practice and Next Practice: Challenging Questions for Leaders of a Family Business
    • BUS1022: The Role of the Strategic Balance Sheet in the Strategy for a Family Business
    • BUS1021: Organisational Design: Key Considerations
    • BUS1011: Be Knowledgeable about the Business to Be a Good Owner
    • BUS1007: Embedding CSR and Social Engagement in Business Strategy
    • BUS1012: Selling a Family Business
    • BUS1010: What Is Strategy
    • BUS1001: Introduction: Family Business Ownership and Strategy
    • BUS1008: Strategic Transactions
    • BUS1009: Family Business Strategy: Questions
    • BUS1202: Design Step 1 – The Promise: Vision, Mission and Values
  • Evolution of the modern family and the family system
    • HVV1201: Family Evolution Across Generations
  • Addressing family dynamics and fundamental culture
  • Reinforcing relationships, avoiding conflicts and resolving disputes
    • BUS1308: Implementation Step 7 – Leadership and Motivation
    • GLS1001: Introduction: Family Governance and Leadership
    • HVV1106: Victor Frankel on Meaning and Purpose
    • GLS1302:Increasing Odds of a Successful Wealth Transition
    • GEN1002: Introduction to the Family Knowledge Center
    • GEN1003: Introduction to the Family Office Center
    • GLS1301: How Much to Leave Your Kids
    • GLS1101: Pruning the Family Tree
    • GLS1007: Family Council, Part 2
    • GLS1010: How Should a Family Meeting Feel?
    • GLS1203: Questions: Generational Transitions
    • GEN1001: Introduction to Raffles Legacy Learning
    • GEN1102: Introduction to the Liechenstein Academy
    • GEN1101: IESE Introduction
    • GEN1201: Robert Batt Introduction
    • GEN1203: TRC Group Introduction
    • GLS1011: Elements of Family Governance
    • GLS1003: Leadership of a Legacy Family
    • GLS1004: Leadership Succession
    • HVV1203: Family Stories and 100 Questions
    • PSE1002: Importance of Philanthropy and Social Engagement
    • PSE1003: CSR and Social Engagement
  • Understanding individual issues
  • Positive psychology: Making good things better
    • CRI1301: Positive Psychology
  • Assuring the ‘Educational and Emotional Readiness’ of the Rising Generation
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • Emotional Readiness
  • The ‘Even Harder Stuff’: Learning the Lessons of Family History, Culture and Dynamics
  • The Nature and Importance of Family Culture: Beliefs, Attitudes and Behaviours Anticipating Change in the World of the Legacy Family and Its Wealth, Business and Greater Enterprise
  • Predictable Patterns and Traditional Challenges of Family Evolution by Generation
  • Defining Rights, Roles and Responsibilities for All family Members
  • Balancing the Involvement of Branches and Selected Individuals
  • Mapping and Managing Family and Individual Ecosystems
  • The Critical Roles of Family Governance and the Family Office
  • Engaging Expert External Resources as Advisors, Coaches, Mentors and Counsellors
  • Foundations of the Future: Education, Evolution, Engagement, Creativity and Communication
October 3, 2018

PSE1001: Introduction: Philanthropy and Social Engagement

Back to: Integrated Legacy Strategy

Making a Difference: Effective Philanthropy and Social Engagement

Philanthropy and Social Engagement.

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

0%
Enroll
Course Modules
  • Initial Assessment and Identification of Priority Issues
    • ILS1201: Overview Presentation
    • HVV1002: The History and Challenges of Family Wealth
    • ILS1001: Introduction: Integrated Legacy Strategy™
    • ILS1002: Preparing A Family Legacy Strategy
    • ILS1003: Documenting Legacy Strategy
    • ILS1004: Mastering the Process of Legacy Strategy
    • HVV1202: Newly Rich: First Generation Wealth
    • Importance of Private Wealth
  • History, Purpose, Vision and Values
    • HVV1003: True Family Wealth
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
  • Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1002: Family Dynamics and Generational Differences
    • GLS1003: Effecitve Leadership in a Family System
    • GLS1004: Benefits of a Formal Governance System
    • GLS1005: Enterprise Governance for Complex Families
    • GLS1006: Benefits of a Professional Family Office
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council
    • GLS1009: Family Meetings
  • Asset Structuring and Wealth Preservation
    • WMA1002: Asset Structuring and Estate Planning
    • GLS1202: The Ethical Will
    • WMA1004: The HEW Trust: Securing the Long Term Future of Your Family
  • Family Wealth Management
  • Family Business Ownership, Governance and Leadership
  • Philanthropy and Social Engagement
    • PSE1002: Importance of Philanthropy and Social Engagement
    • PSE1004: Questions: Philanthropy
    • PSE1003: CSR and Social Engagement
  • Family Dynamics: Culture, Relationships and Individual Issues
    • CRI1102: Family Culture
    • CRI1201: Fostering an Entrepreneurial Spirit
    • HVV1105: Family Virtues
    • CRI1003: Building Trust, Harmony and Unity
    • CRI1002: Conflict and Dispute Resolution
  • Generational Transitions and Leadership Succession
    • GLS1004: Leadership Succession
  • Family Risk Management
    • ILS1102: Family Risk Management
  • The Family Office and Ecosystem
    • FOE1002: Predator in the Ecosystem
  • NextGen and Family Education
    • ILS1005: Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
    • NXG1002: NextGen Education and Engagement
    • HVV1202: Newly Rich: First Generation Wealth
  • Executive Summary
  • Complete Document Architecture
  • Priority Issues Arising Short, Medium and Long Term
  • A New World: Evolving Context Within and Surrounding the Family
  • A New Approach for each Element of Strategy: 200 New Ideas and Opportunities to Consider
  • Engaging the Whole Family, Communicating Effectively
October 2, 2018

NFE03 – The Family: Past, Present and Future

Back to: Essential Knowledge for the Next Generation

Courses and Lessons

The Family: Past, Present and Future

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

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

Course Completion Progress

0%
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Course Modules
  • Understanding family history and the challenges of the future
  • Strengthening family foundations: Addressing both the “hard” and “soft” Issues
  • Fostering trust
  • Ensuring your educational and emotional readiness
  • Setting the example, living the values and generating respect for being who you are, not what you have
  • Contributing to the future of a sustainable family business
  • Investing for financial return and social impact
  • Balancing independence and family membership;
  • Finding your purpose and happiness: Living a truly wealthy life
October 2, 2018

WMA1002: Asset Structuring and Estate Planning

Back to: Wealth Structuring and the Principles of Long Term Value Preservation

Courses and Lessons

Asset Structuring and Estate Planning

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

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

Course Completion Progress

0%
Enroll
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
    • 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
    • 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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