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Element 2 of 10 Governance, Leadership & Succession Level III · Masterclass

An Advanced Approach to Family Governance, Leadership and Succession

Define and implement your family's own approach to the structures, leadership and transitions that hold a legacy together across generations.

Leading from the heart of the family, not just the head of the table.

Course Epigraph

Family Governance, Leadership and Succession

Fully onlineSelf-pacedOn demandEstimated duration 10–14 weeks

Course overview

Most leading families who preserve their wealth and harmony across generations share one thing in common — a carefully structured approach to family governance, leadership and succession.

This Masterclass takes you through the proven insights and practical lessons to define and implement your own unique approach to these fundamental matters — addressing the "hard" factors of formal governance structure alongside the "soft" factors of culture, relationships and individual family members. It is built around two of the greatest challenges any family will face: generational transition, and leadership succession.

Who will benefit from this course

For those who govern the family — today, and tomorrow.

Family Leaders: Current & Future
NextGen Members
Family Office Professionals & Advisors

The journey you will take

Twelve steps. One coherent system of family governance, leadership and succession.

By the end of the course you will have built the full document architecture for your family — the working papers, protocols, and "fire drill" checklists that hold a governance system together across generations.

Click any icon to see what you will learn

Module 01

Supporting course materials

Everything you will get from us to succeed in this course.

Course instructors

Sara Hamilton

Sara Hamilton

Family Office & Governance

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Mark Haynes Daniell

Mark Haynes Daniell

Founder & Chairman

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What you create here

A governance system that holds — through leadership change
and generational transition.

By the end of this Masterclass your family will have built a complete document architecture — the working papers and protocols that allow your family to act as one across generations rather than as many.

The hard side

Formal governance structures and the full document architecture your family will rely on for decades — covering councils, advisory boards, meeting cadence, board terms, performance appraisal, and the working papers that bind them together.

The soft side

Family culture, communications, conflict resolution, transparent succession, mentoring — the "even harder" issues that determine whether the formal structures actually hold when tested by real life and real transition.

Combined, these prepare your family for the two greatest tests it will face: leadership succession, and the once-in-a-generation transfer of authority across generations — including the unplanned ones.

Build a system that endures

Design the governance, leadership and succession architecture that will hold your family together through every transition ahead.

CHF 5,000 lifetime access

Get it now →

Enrollment is open year-round. Access to the CourseBook and templates is immediate.