Integrated Legacy Strategy™ Masterclass
The complete Masterclass on Integrated Legacy Strategy™ — our proprietary 10-element framework, covered at the high level.
Hope is not a strategy. Ambition, insight, unrelenting effort, tough choices, courage and personal leadership are all required for a family to reach its full legacy potential.
Mark Haynes Daniell
Family Wealth and Legacy Strategy Coursebook
Fully onlineSelf-pacedOn demandEstimated duration 12–16 weeks
A word from your instructor
Mark introduces this Masterclass.
Course introduction — video coming soon
Course overview
A fresh, integrated look at all elements of family wealth and legacy strategy.
This course addresses all of the core elements for your long-term family legacy plans, beginning with a fresh look at the definition of both family wealth and legacy, then moving through every essential element of an integrated strategy and implementation plan — individually, and as parts of one fully informed approach.
Who will benefit from this course
Everyone with a stake in your family's legacy.
The journey you will take
Ten elements. One integrated strategy.
Each module has one core document you produce by the end of the course — capturing your family's own thinking, structured around proven knowledge and pre-formatted templates.
Click any icon below 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 high-value strategy that can serve your family well now
and over multiple future generations.
At the end of this course, you will have a high-level strategy — addressing both quantitative and qualitative issues, fully documented and easy to communicate throughout the family and to the advisors who will help you with your implementation.
On the financial side
Improve the process and quality of protecting and growing your wealth, integrate your business and other strategies into an effective risk management program, and focus on clear impact in philanthropy and social engagement.
On the family side
Your approach will strengthen the family by clarifying governance, addressing culture and dynamics, and setting out a clear path for generational transitions and leadership succession.
Underpinning all of these outcomes is one common statement of purpose and vision, with an agreed set of values and guiding principles — defining not only what the family does, but who the family is.
Enhance your capability
Master the full range of issues and challenges that will shape the future of your family.
CHF 7,500
Get it now →Enrollment is open year-round. Access to the CourseBook and templates is immediate.