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Table of Contents
Table of Contents
Transform your approach to wealth by building a lasting legacy that benefits not just your children, but generations to come through strategic planning, governance, and values-driven stewardship.
What You Will Learn
- 1 Learn the foundations of multi-generational wealth planning including time horizons, family goals, and systemic approaches
- 2 Understand family governance structures and communication strategies that align stakeholders across generations
- 3 Explore wealth transfer strategies including trusts, foundations, and direct transfers with tax implications
- 4 Apply tax optimization techniques for estate, gift, generation-skipping, and income taxes across jurisdictions
- 5 Develop investment management strategies suited for perpetual time horizons with risk-adjusted returns
- 6 Analyze estate planning tools such as wills, revocable and irrevocable trusts, and powers of attorney
- 7 Implement philanthropic vehicles to align family values with social impact and tax benefits
- 8 Evaluate risk management and insurance solutions for wealth preservation and liability protection
- 9 Navigate international wealth planning complexities including cross-border assets and multiple citizenship
- 10 Sustain family enterprise through succession planning, family employment policies, and legacy documentation
What's Included
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Multi-generational Wealth Planning