An education pathway
built by families for families
Module 1
This 4-week module sets the foundation by guiding you to clarify and define your aspirations as wealth stewards.
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8 facilitated videos
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1 FAMILY STORY
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1 FACILITATED CASE STUDY WORKSHOP
Module 2
In this 5-week module, you will learn about the essentials of family governance and gain practical insights into designing and implementing family governance.
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13 FACILITATED VIDEOS
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1 FAMILY STORY
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1 FACILITATED CASE STUDY WORKSHOP
Module 3
In this 5-week module, you will learn about the unique dynamics of a family business and gain practical insights into how to prevent and manage conflicts effectively.
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7 FACILITATED VIDEOS
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1 FAMILY STORY
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1 FACILITATED CASE STUDY WORKSHOP
Module 4
In this 6-week module you will learn about the different roles and responsibilities in family business governance and gain practical insights into effective family business leadership.
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14 facilitated videos
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1 family STORY
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1 Facilitated Case Study Workshop
Module 5
In this 5-week module, you will learn to define how a family office serves your family needs and gain practical insights into establishing and structuring a family office.
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10 FACILITATED VIDEOS
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1 FAMILY STORY
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1 FACILITATED CASE STUDY WORKSHOP
Module 6
In this 5-week module, you will learn to identify the critical aspects in succession planning and best practices in developing next-gen successors.
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10 FACILITATED VIDEOS
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1 FAMILY STORY
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1 FACILITATED CASE STUDY WORKSHOP
Family Wealth Essentials Series
A family may acquire the full series of 6 modules with a 30% discount.
A member will benefit from a 45% discount.
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62 facilitated videos
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6 FAMILY STORies
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6 FACILITATED VIRTUAL WORKSHOPS
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FULL SERIES certificaTION
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6 slide deckS
Family Share Wealth Essentials Series
the Family Wealth Essentials Series
A family may undertake the full 6 module series shared between up to 2 other named family members. Except for Module One, which may be undertaken by all participants, the remaining modules cannot be duplicated.
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62 FACILITATED VIDEOS
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6 FAMILY STORIES
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6 FACILITATED VIRTUAL WORKSHOPS
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INDIVIDUAL CERTIFICATION
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6 SLIDE DECKS
Family Select
Multi-Module Purchase
A family may acquire individual module tickets in blocks of 25 (minimum order 50) which allows total flexibility on the modules that may be taken by individual family members.
Families may focus the modules on the areas they particularly want the family members to develop.
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8 FACILITATED VIDEOS
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1 FAMILY STORY
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1 FACILITATED VIRTUAL WORKSHOP
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INDIVIDUAL CERTIFICATE
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1 SLIDE DECK