Generational Transitions
Preparing the rising generation to master the challenges of the future — and the current generation to step into the next phase of life with grace and purpose.
Generational transitions take place every thirty years — whether you have prepared for them or not.
Mark Haynes Daniell
Strategy for the Wealthy Family
Fully onlineSelf-pacedOn demandEstimated duration 6–8 weeks
Course overview
Generational transitions take place roughly every thirty years — whether the family is prepared for them or not. Preparation is the difference between a transition that strengthens the family and one that fractures it.
This Core Course takes you through the three phases of any generational transition — before, during, and after — addressing both the ‘hard’ structural questions and the ‘soft’ human ones. You will learn how to assess the family’s current capabilities and needs, design individual development plans, prepare future leaders both technically and emotionally, and build the supporting personal ecosystems that allow each rising-generation member to step into their role with confidence.
Who will benefit from this course
For families approaching transition — in either direction.
The journey you will take
Seven steps. From assessment to assured succession.
By the end of the course your family will have a working plan for the transition ahead — with rising-generation members technically prepared, emotionally ready, and supported by the right personal and family ecosystems.
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
A working plan for the transition ahead
— technical, emotional, and human readiness.
By the end of this Core Course you will have built the complete transition plan — individual development pathways, technical and emotional readiness assessments, ecosystems of mentors and advisors, and the long-term timeline that gives the rising generation a real chance to lead.
For the rising generation
A clear development pathway — education, experience, capabilities and emotional readiness — combined with the mentors, advisors and personal ecosystem each future leader will need to step into their role with confidence.
For the current generation
A plan for stepping into the next phase of life — deciding what to hold and what to let go, identifying the contributions that come after operational leadership, and designing the transition so that authority transfers cleanly rather than ambiguously.
A successful generational transition is rarely accidental. With these plans in place, the family enters its next chapter strengthened by the change — not threatened by it.
Prepare for the transition ahead
Build the complete plan that prepares the rising generation to lead — and the current generation to step into the next phase of life with grace.
CHF 2,500
Get it now →Enrollment is open year-round. Access to the CourseBook and templates is immediate.