Delivering an accredited virtual training platform empowering families with practical knowledge and tools to make informed decisions.
A foundation of knowledge and tools for successfully managing family wealth across the generations
Delivering a virtual training platform empowering families with practical knowledge and tools
to make informed decisions.
A foundation of knowledge and tools for successfully managing family wealth across the generations
Drawing on deep expertise and real-world experiences, our programmes are designed
to guide the whole family through all stages of ownership and growth.
Each module will enable you and your family to build competence and confidence
in developing strategies and structures that meet your family’s needs and goals.
The Family Wealth Essentials Series
Explore our modules
Course Features
Learn . Connect . Prosper
Accessible courses for the whole family
Flexible virtual delivery
Multi-disciplinary approach
Inspirational learning
Global connectivity
the globe
Practical takeaways
better decisions
Meet the facilitators
Bio
Emily Griffiths-Hamilton, a third generation family member of an exceptional Canadian business family, is a published author of the books, Build Your Family Bank and Your Business, Your Family, Their Future, on the topics of successful multigenerational wealth and family business transition.
Business Leadership & Career Coach
Bio
Philip Mackeown is a coach and mentor to successors to families-in-business. He is a fifth-generation member of the Musgrave family who together own Ireland’s largest family company. He worked in his family business as an executive, non-executive Family Director and as Head of the Family Council.
Family Enterprise Consultant
Bio
Bryn Mars Monahan is a fourth-generation family office board member and a consultant at Relative Solutions LLC. Bryn focuses on the intersection of enterprise and family, providing structure for governance, leadership, communication, and education.
Bio
As a specialist consultant, mentor and facilitator, working with some of the most significant and influential families in the world, Alexandra Sharpe has spent more than a decade dedicated to working with family businesses, family offices and wealthy families, supporting them through generational change.
Bio
Grégoire Imfeld has more than 20 years of experience in the wealth management industry, half of which in the Family Office space. He currently advises families, financial institutions and governments on family office and governance matters. He was previously Head of Pictet Family Office Services.
ONIDA Family Advisors Inc
Bio
Jennifer East began her career as a young leader in her family’s multi-generational enterprise in Canada. As a trained executive coach and family business facilitator, Jennifer specialises in succession and continuity planning, next-generation leadership development, family communication and governance.
BanyanGlobal
Bio
Nick Di Loreto is a Principal and part of the founding team at BanyanGlobal Family Business Advisors. For the past decade, he has guided leading families across the world to design their enterprise governance, to evaluate their business portfolios and organisational capabilities, and to plan for generational transition
