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Element 6 of 10 Family Office & Ecosystem Level II · Core

The Family Office and Supporting Ecosystem

The integrating layer beneath the family's wealth, business and legacy plans — and the surrounding network of advisors, institutions and trusted partners that makes it work.

No man is an island entire of himself.

John Donne

Meditation XVII

Fully onlineSelf-pacedOn demandEstimated duration 6–8 weeks

Course overview

Family offices are uniquely suited to integrate the broad expertise and advice required for the long-term benefit of the families they serve — from wealth structuring to governance to the sensitive matters in between.

This Core course provides the framework to design, staff, lead, assess and manage your family office — and to map the wider ecosystem of employees, friends, advisors and institutions that surround it. Both must be understood and managed deliberately for the long-term success of any family's wealth and legacy plans.

Who will benefit from this course

For families building the operating layer beneath the wealth.

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

The journey you will take

Seven steps. One integrating family office.

By the end of the course you will have the working framework for your family office and the surrounding ecosystem — purpose defined, scope agreed, performance measurable.

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 & Ecosystem

Full bio →
Mark Haynes Daniell

Mark Haynes Daniell

Founder & Chairman

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What you create here

The operating layer that holds the strategy together —
and the ecosystem that holds the family up.

By the end of this course your family will have the working architecture for an integrated family office — clear on its purpose, properly resourced, performance-measurable, and connected to the wider ecosystem that supports it.

Inside the office

Family office purpose, responsibilities, and performance — covering its role across governance, wealth, family business, philanthropy, communications, family education, and the assessment framework that keeps it sharp.

The wider ecosystem

The structured approach to mapping and managing the network of employees, friends, advisors and institutions that surround the family — because no family office, however expert, operates on its own.

A well-designed family office and an honest ecosystem map are among the strongest force-multipliers available to a legacy family — the difference between coordinated action and constant friction.

Build the integrating layer

Design the family office and ecosystem that pulls every element of your family's wealth and legacy strategy into one coherent whole.

CHF 2,500 lifetime access

Get it now →

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