Family Office & Family Wealth - Section 2. The Groundworks




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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