Programme Content
Wealth Preservation and Growth
Learn the key drivers of preserving and growing wealth across generations.
Define your financial and family objectives within a comprehensive family enterprise strategy.
Explore family purpose and values as guiding principles for long-term stewardship.
Review lessons from families who have maintained and grown their wealth for multiple generations.
Investment Principles and Asset Allocation
(Optional) Participate in live-online pre-course sessions covering investing fundamentals—stocks, bonds, mutual funds, diversification, risk vs. return, asset allocation, and performance measurement.
Gain deeper insight into asset allocation “factors” such as value, momentum, and quality—and how they influence risk and return.
Examine real estate as an asset class, including its role in diversification and potential tax advantages.
Select investment strategies that are realistic, prudent, and tax-efficient.
Trusts, Planning, and Tax Strategies
Learn how trusts and sophisticated planning instruments can reduce tax exposure and enhance flexibility.
Explore strategies to ensure privacy, protect assets, and provide for multiple generations without diminishing motivation.
Understand how estate and tax planning intersect with family purpose and governance.
Advisor Alignment and Oversight
Understand the differences among investment, brokerage, and wealth management firms—and how to align their incentives with your family’s goals.
Decide how to evaluate, select, and oversee advisors who best serve your needs.
Build accountability through performance evaluation, good reporting, and transparency.
Governance and Entrepreneurial Stewardship
Explore governance systems that enable families to steward both financial and human capital.
Learn how to foster productive family dialogue about wealth, values, and purpose.
Embrace “entrepreneurial stewardship” as a mindset—combining rigor and vigor to ensure wealth motivates rather than demotivates.
