XIIIProgram
Family Offices & Legacy
The multi-generational institution.
Admission
Enrol as a Scholar to enter this Program, keep a record of your progress, and pursue the Certificate in Legacy Stewardship (Professional tier)..
Enrol in the AcademyNo tuition is configured for this Program. Register your interest and we will write to you when admissions open.
Request information →- 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