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Element 4 of 10 Business Ownership, Leadership & Strategy Level I · Foundations

The Essence of Successful Family Business Strategy

The proven principles of successful ownership and leadership of a family business — adapted and applied to your unique situation.

Some families have a substantial portion of their wealth and legacy tied to a family business. Understanding its history, challenges and future strategy is essential for the continued success of the entire family enterprise.

Course Overview

The Essence of Successful Family Business Strategy

Fully onlineSelf-pacedOn demandEstimated duration 4–6 weeks

Course overview

For many families, a substantial portion of wealth and legacy is tied to a family business — one that is still active, recently sold, or expected to define the family's future.

This Foundation course addresses the priority areas critical to short and medium-term performance, while also setting the conditions for long-term value creation. It moves through a high-level diagnostic, a streamlined strategic design, and an implementation plan — turning insight into action. Built around the principles of successful family business ownership and leadership.

Who will benefit from this course

For family business owners, the next generation, and those who advise them.

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

The journey you will take

Six steps. From principle to plan to action.

By the end of the course you will have a streamlined family business strategy — built on proven principles and ready to put into action.

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

Prof. Heinrich Liechtenstein

Prof. Heinrich Liechtenstein

Family Legacy & Business

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Mark Haynes Daniell

Mark Haynes Daniell

Founder & Chairman

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Jim Downing

Jim Downing

Strategic Business Transactions

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What you create here

A streamlined strategy —
built on proven principles, ready to deploy.

By the end of this course you will have an actionable strategy for your family business — covering the hard and soft factors of success, with a clear pathway from diagnostic to design to implementation.

The hard side

The structural foundations of family business success — ownership, leadership and governance frameworks, the big decisions facing the business, and the strategic transactions that shape its future.

The soft side

The human factors that make or break family business success — culture, communication, family engagement, succession planning, and the strategic education of the rising generation.

A family business that gets its strategy and succession right is the one most likely to remain a source of family wealth, identity and pride across generations.

From principles to performance

Build the strategic foundation that turns a family business into a source of multigenerational wealth and legacy.

CHF 1,500 lifetime access

Get it now →

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