The engagement
Broad and family-led
A broad educational program, not focused on any one issue, but built around your whole family's learning goals. You set the priorities within your own family context.
A tailored approach to your own family
Customized Family Learning Program
Where the courses and the NextGen Education Program are built for many, this is built only for you — to support and reflect your unique shared purpose, vision, and values.
Generational work
Succession & transition
As with the NextGen program, it addresses leadership succession and generational transition — how the rising generation steps up and how the current leading generation steps into the next phase of life.
Scope
The whole or any part
The whole or any subset of the ten elements of the Integrated Legacy Strategy™, at the depth appropriate for your family. Attention to hard and soft factors across short, medium, and long-term horizons.
Guided by
Mark Haynes Daniell & senior team
Each engagement is led directly by Mark Haynes Daniell and selected senior members of our team.
Meet the team
How we work
A blend of formats
In-person, virtual, group, and individual sessions — combined into a single coherent engagement. May include selected reading, video lessons, interviews, and working sessions with senior team members as appropriate.
Availability
Let's talk
We take on a very small number of families each year. Each engagement begins not with a brochure but with a conversation.