April 11, 2023

CRI1305: Parenting Relationship

Back to: Family Leadership, Governance and Succession

Courses and Lessons

Parenting Relationship

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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
April 11, 2023

CRI1304: Family Dynamics

Back to: Family Leadership, Governance and Succession

Courses and Lessons

Family Dynamics

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Course Completion Progress

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Enroll
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
April 11, 2023

WMA1206: Asset Classes 4: Alternative Asset Classes

Back to: Family Wealth Management

Courses and Lessons

Asset Classes 4: Alternative Asset Classes

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Download Lesson Material

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

Course Completion Progress

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Course Modules
  • Establishing a Disciplined Professional Process for Wealth Management
    • WMA1102: Family Wealth Management
  • Aligning Family Philosophy of Wealth, Vision and Values with the Approach to Wealth Management
    • HVV1004: The Family Philosophy of Wealth
    • WMA1103: Being a Good Owner of Family Wealth
    • GBWM
    • WMA1202: Setting Family Goals
  • Determining a Long-Term Strategy and Asset Structures for Total Family Wealth
    • WMA1009: Differences Between Institutional and Private Investing
    • WMA1005: Perspectives on Business and Portfolio Diversification
  • Set an Investor Profile and Practical Framework for the Family Investment Portfolio (including GBWM, Asset Allocation, Risk Management and Mega-theme investing)
  • Timing and Approach to Forecast Investments, Dividends and Distribution schedules
    • WMA1104: Long-term Wealth Strategy Document
    • WMA1003: Asset Allocation
    • Scenario-based Asset Allocation
    • WMA1203: Alternative Assets Overview
    • WMA1204: Asset Classes 1: Cash and Fixed Income
    • WMA1205: Asset Classes 2: Equities
    • WMA1204: Asset Classes 1: Cash and Fixed Income
    • WMA1208: Family Balance Sheet
    • WMA1207: Approaching Investment Risk
    • WMA1206: Asset Classes 4: Alternative Asset Classes
    • WMA1205: Asset Classes 2: Equities
    • WMA1201: Building a Wealth Plan
    • WMA1113: Introduction to Perspective of Wealth
    • WMA1109: Consolidated Reporting and Active Cost Management
    • WMA1110: The Differences Between Institutional and Private Investing
    • WMA1007: Questions: Wealth Management
    • WMA1111: Best Practice in Private and Family Investment
    • WMA1108: Selecting Specific Investments for Your Family
    • WMA1006: Questions: Asset Structuring
    • WMA1101: Introduction: Wealth Management
    • WMA1112: Importance of Preserving Family Wealth
    • WMA1206: Alternative Asset Classes
  • Selecting and Managing Managers
    • WMA1105: Annual Investment Policy Statement (IPS)
    • WMA1007: Selecting Specific Investments for Your Family
  • Effective Tactics: Selecting, Holding and Selling Specific Investments
    • WMA1006: Family Financial Ecosystem
  • Sustainable and Impact Investing
    • WMA1008: Consolidated Reporting and Active Cost Management
    • Portfolio Efficiency
  • Direct And Co-Investment Opportunities
  • Monitoring and Managing Portfolio Performance, Costs and Risk.
  • Drafting the Annual Investment Policy Statement.
  • Role of the Family Office.
  • Selecting And Managing an Ecosystem of Trusted Financial Advisors.
  • Family Education and Succession in Wealth Management
  • Asset Allocation and Perspectives on Key Asset Classes
April 11, 2023

GEN1002: Introduction to the Family Knowledge Center

Back to: Family Culture, Relationships and Individual Issues

Courses and Lessons

Introduction to the Family Knowledge Center

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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
April 11, 2023

BUS1007: Embedding CSR and Social Engagement in Business Strategy

Back to: Family Culture, Relationships and Individual Issues

Courses and Lessons

Embedding CSR and Social Engagement in Business Strategy

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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
April 11, 2023

WMA1205: Asset Classes 2: Equities

Back to: Family Wealth Management

Courses and Lessons

Asset Classes 2: Equities

Temp Admins Temp Admins
Download Lesson Material

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

Course Completion Progress

0%
Enroll
Course Modules
  • Establishing a Disciplined Professional Process for Wealth Management
    • WMA1102: Family Wealth Management
  • Aligning Family Philosophy of Wealth, Vision and Values with the Approach to Wealth Management
    • HVV1004: The Family Philosophy of Wealth
    • WMA1103: Being a Good Owner of Family Wealth
    • GBWM
    • WMA1202: Setting Family Goals
  • Determining a Long-Term Strategy and Asset Structures for Total Family Wealth
    • WMA1009: Differences Between Institutional and Private Investing
    • WMA1005: Perspectives on Business and Portfolio Diversification
  • Set an Investor Profile and Practical Framework for the Family Investment Portfolio (including GBWM, Asset Allocation, Risk Management and Mega-theme investing)
  • Timing and Approach to Forecast Investments, Dividends and Distribution schedules
    • WMA1104: Long-term Wealth Strategy Document
    • WMA1003: Asset Allocation
    • Scenario-based Asset Allocation
    • WMA1203: Alternative Assets Overview
    • WMA1204: Asset Classes 1: Cash and Fixed Income
    • WMA1205: Asset Classes 2: Equities
    • WMA1204: Asset Classes 1: Cash and Fixed Income
    • WMA1208: Family Balance Sheet
    • WMA1207: Approaching Investment Risk
    • WMA1206: Asset Classes 4: Alternative Asset Classes
    • WMA1205: Asset Classes 2: Equities
    • WMA1201: Building a Wealth Plan
    • WMA1113: Introduction to Perspective of Wealth
    • WMA1109: Consolidated Reporting and Active Cost Management
    • WMA1110: The Differences Between Institutional and Private Investing
    • WMA1007: Questions: Wealth Management
    • WMA1111: Best Practice in Private and Family Investment
    • WMA1108: Selecting Specific Investments for Your Family
    • WMA1006: Questions: Asset Structuring
    • WMA1101: Introduction: Wealth Management
    • WMA1112: Importance of Preserving Family Wealth
    • WMA1206: Alternative Asset Classes
  • Selecting and Managing Managers
    • WMA1105: Annual Investment Policy Statement (IPS)
    • WMA1007: Selecting Specific Investments for Your Family
  • Effective Tactics: Selecting, Holding and Selling Specific Investments
    • WMA1006: Family Financial Ecosystem
  • Sustainable and Impact Investing
    • WMA1008: Consolidated Reporting and Active Cost Management
    • Portfolio Efficiency
  • Direct And Co-Investment Opportunities
  • Monitoring and Managing Portfolio Performance, Costs and Risk.
  • Drafting the Annual Investment Policy Statement.
  • Role of the Family Office.
  • Selecting And Managing an Ecosystem of Trusted Financial Advisors.
  • Family Education and Succession in Wealth Management
  • Asset Allocation and Perspectives on Key Asset Classes
April 6, 2023

GEN1003: Introduction to the Family Office Center

Back to: Family Culture, Relationships and Individual Issues

Courses and Lessons

Introduction to the Family Office Center

Temp Admins Temp Admins

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
April 5, 2023

HVV1205: Sudden Wealth

Back to: Family Leadership, Governance and Succession

Courses and Lessons

Sudden Wealth

Temp Admins Temp Admins
Download Lesson Material

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

Course Completion Progress

0%
Enroll
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
April 5, 2023

FEO1006: The Family Office Advisor

Back to: Family Leadership, Governance and Succession

Courses and Lessons

The Family Office Advisor

Temp Admins Temp Admins
Download Lesson Material

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

Course Completion Progress

0%
Enroll
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
April 5, 2023

WMA1201: Building a Wealth Plan

Back to: Family Wealth Management

Courses and Lessons

Building a Wealth Plan

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Course Modules
  • Establishing a Disciplined Professional Process for Wealth Management
    • WMA1102: Family Wealth Management
  • Aligning Family Philosophy of Wealth, Vision and Values with the Approach to Wealth Management
    • HVV1004: The Family Philosophy of Wealth
    • WMA1103: Being a Good Owner of Family Wealth
    • GBWM
    • WMA1202: Setting Family Goals
  • Determining a Long-Term Strategy and Asset Structures for Total Family Wealth
    • WMA1009: Differences Between Institutional and Private Investing
    • WMA1005: Perspectives on Business and Portfolio Diversification
  • Set an Investor Profile and Practical Framework for the Family Investment Portfolio (including GBWM, Asset Allocation, Risk Management and Mega-theme investing)
  • Timing and Approach to Forecast Investments, Dividends and Distribution schedules
    • WMA1104: Long-term Wealth Strategy Document
    • WMA1003: Asset Allocation
    • Scenario-based Asset Allocation
    • WMA1203: Alternative Assets Overview
    • WMA1204: Asset Classes 1: Cash and Fixed Income
    • WMA1205: Asset Classes 2: Equities
    • WMA1204: Asset Classes 1: Cash and Fixed Income
    • WMA1208: Family Balance Sheet
    • WMA1207: Approaching Investment Risk
    • WMA1206: Asset Classes 4: Alternative Asset Classes
    • WMA1205: Asset Classes 2: Equities
    • WMA1201: Building a Wealth Plan
    • WMA1113: Introduction to Perspective of Wealth
    • WMA1109: Consolidated Reporting and Active Cost Management
    • WMA1110: The Differences Between Institutional and Private Investing
    • WMA1007: Questions: Wealth Management
    • WMA1111: Best Practice in Private and Family Investment
    • WMA1108: Selecting Specific Investments for Your Family
    • WMA1006: Questions: Asset Structuring
    • WMA1101: Introduction: Wealth Management
    • WMA1112: Importance of Preserving Family Wealth
    • WMA1206: Alternative Asset Classes
  • Selecting and Managing Managers
    • WMA1105: Annual Investment Policy Statement (IPS)
    • WMA1007: Selecting Specific Investments for Your Family
  • Effective Tactics: Selecting, Holding and Selling Specific Investments
    • WMA1006: Family Financial Ecosystem
  • Sustainable and Impact Investing
    • WMA1008: Consolidated Reporting and Active Cost Management
    • Portfolio Efficiency
  • Direct And Co-Investment Opportunities
  • Monitoring and Managing Portfolio Performance, Costs and Risk.
  • Drafting the Annual Investment Policy Statement.
  • Role of the Family Office.
  • Selecting And Managing an Ecosystem of Trusted Financial Advisors.
  • Family Education and Succession in Wealth Management
  • Asset Allocation and Perspectives on Key Asset Classes
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