This course was created with the
course builder. Create your online course today.
Start now
Create your course
with
Autoplay
Autocomplete
Previous Lesson
Complete and Continue
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 Essential Elements of a Modern SFO: #5 Table Top
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock