XIIIProgram
Family Offices & Legacy
The multi-generational institution.
- 1301Course
Family Office Structure
The private institution.
6 lessons·ProfessionalFoundationsApplied - 1302Course
Trusts
The disciplined vehicle.
6 lessons·PractitionerFoundationsApplied - 1303Course
Estate Planning
The disciplined transfer.
9 lessons·PractitionerDocumentsTaxApplied - 1304Course
Generational Wealth
The compounding institution.
5 lessons·ProfessionalFoundationsApplied - 1305Course
Philanthropy
The disciplined giving.
6 lessons·PractitionerVehiclesApplied - 1306Course
Succession
The founder's final act.
7 lessons·ProfessionalDesignApplied