September 30, 2018

HVV1004: The Family Philosophy of Wealth

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

Courses and Lessons

The Family Philosophy of Wealth

Mark Haynes Daniell Mark Haynes Daniell
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September 30, 2018

WMA1009: Differences Between Institutional and Private Investing, The Long term investment objectives

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

Courses and Lessons

Differences Between Institutional and Private Investing, The Long term investment objectives

Mark Haynes Daniell Mark Haynes Daniell
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September 30, 2018

WMA1101: Introduction: Wealth Management

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

Courses and Lessons

Introduction: Wealth Management

Mark Haynes Daniell Mark Haynes Daniell
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September 30, 2018

HVV1002: The History and Challenges of Family Wealth

Back to: Integrated Legacy Strategy

Courses and Lessons

The History and Challenges of Family Wealth

Mark Haynes Daniell Mark Haynes Daniell

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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
September 30, 2018

WMA1001: Introduction: Asset Structuring and Estate Planning

Back to: Integrated Legacy Strategy

Courses and Lessons

Asset Structuring and Estate Planning

Prof Dr Heinrich von und zu Liechtenstein Prof Dr Heinrich von und zu Liechtenstein
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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
September 30, 2018

HCC04 – Newly Rich: First Generation Wealth

Back to: Preparing the Rising Generation to Master the Challenges of the Future

Courses and Lessons

Newly Rich:First Generation Wealth

Mark Haynes Daniell Mark Haynes Daniell
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Course Completion Progress

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Course Modules
  • Preparation
  • Understanding family history and the challenges of the future
    • HVV1002: The History and Challenges of Family Wealth
    • HCC04 – Newly Rich: First Generation Wealth
  • Strengthening family foundations: Addressing both the “hard” and “soft” Issues 
  • Ensuring your educational and emotional readiness
  • Fostering innovation, entrepreneurship and responsibility
    • CRI1201: Fostering an Entrepreneurial Spirit
  • Investing for financial return and social impact
  • Balancing independence and family membership
  • Finding your purpose and happiness: Living a truly wealthy life
    • HVV1003: True Family Wealth
  • Mastering the Challenge: A Three Phased Approach to Stepping Up and Stepping Down
  • Roles, Rights and Responsibilities for the Rising Generation
  • Balancing Meritocratic and Representational Positions (Qualifications, Terms and Rotation)
  • Long Term Commitment: Balancing Independence and Family Membership
  • Internal Communications and Engagement
September 30, 2018

HCC05 – Family Culture

Back to: Preparing the Rising Generation to Master the Challenges of the Future

Courses and Lessons

Family Culture

Mark Haynes Daniell Mark Haynes Daniell
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Course Completion Progress

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Course Modules
  • Preparation
  • Understanding family history and the challenges of the future
    • HVV1002: The History and Challenges of Family Wealth
    • HCC04 – Newly Rich: First Generation Wealth
  • Strengthening family foundations: Addressing both the “hard” and “soft” Issues 
  • Ensuring your educational and emotional readiness
  • Fostering innovation, entrepreneurship and responsibility
    • CRI1201: Fostering an Entrepreneurial Spirit
  • Investing for financial return and social impact
  • Balancing independence and family membership
  • Finding your purpose and happiness: Living a truly wealthy life
    • HVV1003: True Family Wealth
  • Mastering the Challenge: A Three Phased Approach to Stepping Up and Stepping Down
  • Roles, Rights and Responsibilities for the Rising Generation
  • Balancing Meritocratic and Representational Positions (Qualifications, Terms and Rotation)
  • Long Term Commitment: Balancing Independence and Family Membership
  • Internal Communications and Engagement
September 30, 2018

HVV1001: Introduction to History and Current Challenges

Back to: Preparing the Rising Generation to Master the Challenges of the Future

Courses and Lessons

History and Current Challenges

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

0%
Enroll
Course Modules
  • Preparation
  • Understanding family history and the challenges of the future
    • HVV1002: The History and Challenges of Family Wealth
    • HCC04 – Newly Rich: First Generation Wealth
  • Strengthening family foundations: Addressing both the “hard” and “soft” Issues 
  • Ensuring your educational and emotional readiness
  • Fostering innovation, entrepreneurship and responsibility
    • CRI1201: Fostering an Entrepreneurial Spirit
  • Investing for financial return and social impact
  • Balancing independence and family membership
  • Finding your purpose and happiness: Living a truly wealthy life
    • HVV1003: True Family Wealth
  • Mastering the Challenge: A Three Phased Approach to Stepping Up and Stepping Down
  • Roles, Rights and Responsibilities for the Rising Generation
  • Balancing Meritocratic and Representational Positions (Qualifications, Terms and Rotation)
  • Long Term Commitment: Balancing Independence and Family Membership
  • Internal Communications and Engagement
September 30, 2018

HVV1001: Introduction: History and Current Challenges

Back to: Integrated Legacy Strategy

Courses and Lessons

History and Current Challenges

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
September 30, 2018

GLS1001: Introduction: Family Governance and Leadership

Back to: Family Leadership, Governance and Succession

Courses and Lessons

Family Governance and Leadership

Mark Haynes Daniell Mark Haynes Daniell
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Course Completion Progress

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Course Modules
  • Establishing a Formal System of Governance
    • HVV1002: The History and Challenges of Family Wealth
    • HVV1003: True 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 and Multi-
    • 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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