Raffles Legacy Learning
Foundations of Legacy
Family History, Purpose, Vision and Values — the foundation stone upon which every other element of your family's legacy strategy is built.
Lend me the stone strength of the past and I will lend you the wings of the future.
Robinson Jeffers
From "To the Stone-Cutters"
Fully onlineSelf-pacedOn demandEstimated duration 4–6 weeks
Course overview
A deep understanding of your family — past, present and aspirations for the future — is the foundation stone of every legacy strategy.
This course is the essential precondition to every other course on the platform. It begins with defining who the family is, then moves through its history, its current dynamics, and its expected evolution — before crafting the four documents that anchor everything else: your Family Purpose, Philosophy of Wealth, Vision, and Values.
Who will benefit from this course
Every member of the family, and those who serve them.
The journey you will take
Seven steps. One foundation for everything to follow.
By the end of the course you will have produced the core foundational documents for your family — the working papers on which every other element of your legacy strategy will rest.
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
What you create here
The point of departure — and the point of arrival
for your family's legacy journey.
By the end of this course you will have a clear understanding of where your family has come from, who it is today, and where it intends to go — captured in the foundational documents on which every other plan will rest.
Looking back
You will have captured your family's history — how it has been defined across generations, where it has come from, and the dynamics, culture and relationships that shape it today. This is your point of departure.
Looking forward
You will have crafted clear statements of Purpose, Philosophy of Wealth, Vision, and Values — defining not only what the family will do, but who the family intends to be. This is your point of arrival.
Once these foundations are in place, every other element of legacy strategy — governance, wealth, business, philanthropy, succession — has a clear and shared starting point.
Begin where every legacy begins
Lay the foundation stone on which every other element of your family's legacy strategy will be built.
CHF 1,500
Get it now →Enrollment is open year-round. Access to the CourseBook and templates is immediate.