September 26, 2018

WMA1107: Family Financial Ecosystem

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

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Courses and Lessons

Family Financial Ecosystem

Mark Haynes Daniell Mark Haynes Daniell
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Course Modules
  • Preparation—Your Financial Wealth Check
  • Managing income and expenses
  • Philosophy of wealth and investment objectives
    • WMA1101: Introduction: Wealth Management
    • HVV1004: The Family Philosophy of Wealth
    • WMA1009: Differences Between Institutional and Private Investing, The Long Term Investment Objectives
    • WMA1102: Family Wealth Management
    • WMA1102: Family Wealth Management
    • Sustainable and Impact Investing
  • Investor profile and S-curve asset allocation
  • Overview of asset classes
  • Sustainable and impact investing
  • Managing the family financial ecosystem
    • WMA1107: Family Financial Ecosystem
  • Performance reporting and management
September 26, 2018

WMA1106: Perspectives on Business and Portfolio Diversification

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Family Business II: Strategy

Perspectives on Business and Portfolio Diversification

Mark Haynes Daniell Mark Haynes Daniell
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Course Modules
  • Your Own Business History and Objectives
  • Analyzing the business and evaluating options: 7 steps
    • BUS1101: Three Phases of Strategy
    • BUS1102: Three Phases of Strategy Phase I: Diagnostics
    • BUS1103: Diagnostic Step 1 – Understanding Your ‘Point of Departure’
    • BUS1104: Diagnostic Step 2 – Portfolio Perspective
    • BUS1105: Diagnostic Step 3 – Profit Pool Perspective
    • BUS1106: Diagnostic Step 4 – Business Dynamics
    • BUS1107: Diagnostic Step 5 – Developing Competitor Perspective
    • BUS1108: Diagnostic Step 6 – Organizational Assessment
    • BUS1109: Diagnostic Step 7 – Evaluating Your Strategic Options
  • Designing an effective strategy: 7 steps
    • BUS1201: Three Phases of Strategy Phase II:  The Design Phase
    • BUS1202 – Design Step 1 – The Promise: Vision, Mission and Values
    • BUS1203: Design Step 2 – Developing Key Levers on Performance and Value
    • BUS1204: Design Step 3 – Establishing Priorities and Resource Allocation
    • BUS1205: Design Step 4 – Innovation and Creativity
    • BUS1206: Design Step 5 – New Organizational Approach
    • BUS1207: Design Step 6 – Risk Management
    • BUS1208: Design Step 7 – Target Results
  • Implementing plans and maximizing value: 7 steps
    • BUS1301: Three Phases of Strategy Phase III: Implementation
    • BUS1302: Implementation Step 1 – Imperatives, Actions and Responsibilities
    • BUS1303: Implementation Step 2 – Tactics and Timetable
    • BUS1304: Implementation Step 3 – Implementation Team
    • BUS1305: Implementation Step 4 – Alignment and Integration
    • BUS1306: Implementation Step 5 – Program Control
    • BUS1307: Implementation Step 6 – Full Value Capture
    • BUS1308: Implementation Step 7 – Leadership and Motivation
  • Strategic Diversification
    • WMA1106: Perspectives on Business and Portfolio Diversification
  • Preparing for leadership succession and generational transition
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
  • Educating the Family
    • NXG1002: NextGen Education and Engagement
    • NXG1004: Next Generation Learning
    • NXG1005: Next Generation Education
September 26, 2018

WMA1102: Family Wealth Management

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

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Courses and Lessons

Family Wealth Management

Mark Haynes Daniell Mark Haynes Daniell
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Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Preparation—Your Financial Wealth Check
  • Managing income and expenses
  • Philosophy of wealth and investment objectives
    • WMA1101: Introduction: Wealth Management
    • HVV1004: The Family Philosophy of Wealth
    • WMA1009: Differences Between Institutional and Private Investing, The Long Term Investment Objectives
    • WMA1102: Family Wealth Management
    • WMA1102: Family Wealth Management
    • Sustainable and Impact Investing
  • Investor profile and S-curve asset allocation
  • Overview of asset classes
  • Sustainable and impact investing
  • Managing the family financial ecosystem
    • WMA1107: Family Financial Ecosystem
  • Performance reporting and management
September 26, 2018

HVV1001: Introduction: History and Current Challenges

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

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Courses and Lessons

History and Current Challenges

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Preparation—Your Financial Wealth Check
  • Managing income and expenses
  • Philosophy of wealth and investment objectives
    • WMA1101: Introduction: Wealth Management
    • HVV1004: The Family Philosophy of Wealth
    • WMA1009: Differences Between Institutional and Private Investing, The Long Term Investment Objectives
    • WMA1102: Family Wealth Management
    • WMA1102: Family Wealth Management
    • Sustainable and Impact Investing
  • Investor profile and S-curve asset allocation
  • Overview of asset classes
  • Sustainable and impact investing
  • Managing the family financial ecosystem
    • WMA1107: Family Financial Ecosystem
  • Performance reporting and management
September 26, 2018

HVV1101: Introduction: Family Purpose, Vision and Values

Back to: Integrated Family Wealth, Business and Legacy StrategyTM

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Courses and Lessons

Introduction: Family Purpose, Vision and Values

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

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Enroll Full Course
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
    • HVV1001: Introduction: History and Current Challenges
    • HVV1003: True Family Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
  • Family Governance and Leadership
    • GLS1001: Introduction: Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1002: Family Dynamics and Generational Differences
    • GLS1003: Effective 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
    • WMA1001: Introduction: Asset Structuring and Estate Planning
    • 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
    • PSE1001: Introduction: 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
    • CRI1101: Introduction: Relationship and Individual Issues
    • CRI1102: Family Culture
    • CRI1201: Fostering an Entrepreneurial Spirit
    • HVV1105: Family Virtues
    • CRI1003: Building Trust, Harmony and Unity
    • CRI1001: Introduction: Conflict and Dispute Resolution
    • CRI1002: Conflict and Dispute Resolution
  • Generational Transitions and Leadership Succession
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1004: Leadership Succession
  • Family Risk Management
    • ILS1102: Family Risk Management
  • The Family Office and Ecosystem
    • FOE1002: Predator in the Ecosystem
    • FOE1001: Introduction: Family Office and Ecosystem
  • NextGen and Family Education
    • NXG1001: Introduction: 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 25, 2018

GLS1009: Family Meetings

Back to: Integrated Family Wealth, Business and Legacy StrategyTM

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Courses and Lessons

Family Meetings

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

0%
Enroll Full Course
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
    • HVV1001: Introduction: History and Current Challenges
    • HVV1003: True Family Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
  • Family Governance and Leadership
    • GLS1001: Introduction: Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1002: Family Dynamics and Generational Differences
    • GLS1003: Effective 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
    • WMA1001: Introduction: Asset Structuring and Estate Planning
    • 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
    • PSE1001: Introduction: 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
    • CRI1101: Introduction: Relationship and Individual Issues
    • CRI1102: Family Culture
    • CRI1201: Fostering an Entrepreneurial Spirit
    • HVV1105: Family Virtues
    • CRI1003: Building Trust, Harmony and Unity
    • CRI1001: Introduction: Conflict and Dispute Resolution
    • CRI1002: Conflict and Dispute Resolution
  • Generational Transitions and Leadership Succession
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1004: Leadership Succession
  • Family Risk Management
    • ILS1102: Family Risk Management
  • The Family Office and Ecosystem
    • FOE1002: Predator in the Ecosystem
    • FOE1001: Introduction: Family Office and Ecosystem
  • NextGen and Family Education
    • NXG1001: Introduction: 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 25, 2018

HVV1002: The History and Challenges of Family Wealth

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

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Courses and Lessons

The History and Challenges of 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 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 25, 2018

HVV1004: The Family Philosophy of Wealth

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

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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 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 25, 2018

GLS1202: The Ethical Will

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

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Courses and Lessons

The Ethical Will

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 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 25, 2018

HVV1201: Family Evolution Across Generations

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

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cOURSES AND lESSONS

Family Evolution Across Generations

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 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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