Family Office & Family Wealth - Section 2. The Groundworks

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Family Office & Family Wealth - Section 2. The Groundworks
Last updated 10/2024
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 3.03 GB | Duration: 2h 24m​

Establishing Key Beliefs & Principles

What you'll learn
Explaining the need to establish a common set of data and information.
Introduce Prospective as an exercise and a way for the family and the Investment Committee to maintain a basis for future discussions.
Position the debate around a strong set of family beliefs and principles.
Highlight the basic principles of ESG - Environment, Social and Governance principles.

Requirements
Complete Section 1 - Introduction of the Family Office & Family Wealth course.

Description
In this Section 2 of my course on Family Office & Family Wealth. You may need to refer to Section 1 - Introduction to understand some of the concepts related to family offices.In this Section 2 - The Groundwork: Beliefs and Principles, we will explain the need to establish a strong set of family beliefs and principles, based on a common set of data and information. We will introduce Prospective as an exercise and a way for the family and the Investment Committee to maintain a basis for future discussions. This is crucial for laying the groundwork in order to setup a family office and family governance as well as ensuring fairness and equal opportunities to contribute (Lecture 6).Lecture 7: Introducing Propsective, also called Foresight, will set the stage for anticipating future trends and being proactive rather than reactive when apprehending market fluctuations, fostering strategic planning in the family office. Lecture 8: We will discuss how Family Beliefs & Principles need to be established. This principles form a foundation and shape values and behaviours, influencing decision-making and actions within the family unit.Lecture 9: A focus on ESG (Environmental, Social, and Governance) will highlight the importance of sustainable practices and responsible investments for contemporary family offices, including in Emerging Markets.

Overview
Section 1: Introduction

Lecture 1 Key Messages

Lecture 2 Key Challenges

Lecture 3 Families, Family Issues, Family Dynamics

Lecture 4 Family Office Landscape

Lecture 5 Family Office & Family Business Governance

Section 2: The Groundwork: Beliefs & Principles

Lecture 6 Establishing a level-playing field

Lecture 7 Introduction to Foresight

Lecture 8 Family Beliefs & Principles

Lecture 9 Focus on ESG

Bankers,Wealth Managers,Family Officers,Corporate services providers,Trustees,Financial Advisers,Properties / Real estate agents,Fund managers

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