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Creating an Adaptive, Resilient, Anti Fragile Family Office Masterclass
Welcome
Desired Outcomes
About the instructor
Resources
Part 1
Concept introduction
The Future of Wealthy Families and Their Single Family Offices: the challenges, the most important reason to have an SFO, and the qualities of high-performing SFOs (32:12)
SFO Organization and Coordination of Internal and External Resources: Mitigating Taxes & Estate Transfer (21:41)
SFO Organization and Coordination of Internal and External Resources: Asset Protection (24:55)
SFO Organization and Coordination of Internal and External Resources: Investing, Risk Management, Customized Philanthropy (31:48)
Preparing for Intergenerational Necessity, Educating the Rising Generation, and How to Thrive in the "Present Future" (21:22)
Part 2
Concept introduction
Time for a Modern Single Family Office is Now (24:47)
Governance and Structuring a Single Family Office (32:19)
The Essential Elements of a Modern SFO: #1 Top Talent People (29:28)
The Essential Elements of a Modern SFO: Critical Thinking & Adaptability, Mental Habits, Remote Workers (20:46)
Part 3
Concept introduction
Part 1 & 2 Recap: Questions From Families, Executives, and Others in the Community (27:44)
The Essential Elements of a Modern SFO: #2 Ideas (8:33)
The Essential Elements of a Modern SFO: #3 Machines (32:56)
The Essential Elements of a Modern SFO: #4 Systems (Best Practices) (25:11)
The Essential Elements of a Modern SFO: #5 Table Top (20:54)
Conclusion (7:59)
Bonus Video
Question & Answer (38:53)
The Future of Wealthy Families and Their Single Family Offices: the challenges, the most important reason to have an SFO, and the qualities of high-performing SFOs
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