September 25, 2018

HVV1003: True Family Wealth

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

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 Full Course
Course Modules
  • Preparation
  • Understanding Family History and the Challenges of the Future
    • HVV1001: Introduction to History and Current Challenges
    • 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 25, 2018

CRI1201: Fostering an Entrepreneurial Spirit

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

Courses and Lessons

Fostering an Entrepreneurial Spirit

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
  • Preparation
  • Understanding Family History and the Challenges of the Future
    • HVV1001: Introduction to History and Current Challenges
    • 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 25, 2018

NXG1001: Introduction: NextGen and Family Education

Back to: Integrated Family Wealth, Business and Legacy StrategyTM

Courses and Lessons

Family Definition, History and Current Challenges

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
  • 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

HVV1003: True Family Wealth

Back to: Integrated Family Wealth, Business and Legacy StrategyTM

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 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 24, 2018

NXG1001: Introduction: NextGen and Family Education

Back to: The Family Office and Supporting Ecosystem

Courses and Lessons

Introduction: NextGen and Family Education

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Family Office Purpose and a Checklist of Responsibilities
  • Role in Family Governance, Risk Management and the Family Ecosystem
  • Role in Wealth Structuring and Wealth Management Asset Management
  • Supporting Family Business and Philanthropy
  • Ensuring Effective Communications and Reinforcing Family Values
  • Overseeing Family Education and Development
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • NXG1004: Next Generation Learning
    • NXG1005: Next Generation Education
    • NXG1006: Questions: Next Gen Education
    • NXG1101: Talking to Your Kids about Money
    • NXG1007: Preparing the NextGen
  • Family Office Objectives: Management and Performance Assessment, Designing and Managing Multiple Family Office Locations in a Single Network, Other People’s Money…
September 24, 2018

ILS1002: Preparing a Family Legacy Strategy

Back to: Integrated Family Wealth, Business and Legacy StrategyTM

Courses and Lessons

Preparing A Family Legacy Strategy

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
  • 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 21, 2018

CRI1002: Conflict and Dispute Resolution

Back to: Integrated Family Wealth, Business and Legacy StrategyTM

Courses and Lessons

Conflict and Dispute Resolution

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
Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Youtube
Consent to display content from - Youtube
Vimeo
Consent to display content from - Vimeo
Google Maps
Consent to display content from - Google
Save

Consistent with a philosophy of protecting user confidentiality and data security, this website only uses internal cookies to facilitate and enhance usage on this site.

We do not allow advertising and do not communicate any information of any kind to any third parties.

Please let us know if you have any questions (info@raffleslearning.com) or click on the button below to confirm your agreement to this policy.