The Integrated Legacy Strategy™ MasterClass · Advanced Knowledge
Build your family’s legacy strategy, step by step.
Learn the full framework with our faculty, and finish with your own family strategy, documents and plan in place.
Lead your family with one clear strategy.
Your family has built something significant: a business, wealth, values and relationships that span generations.
Holding it all together takes more than good advisors and well-drafted documents. It takes one strategy that your whole family understands and stands behind.
In Advanced Knowledge, you learn the complete Integrated Legacy Strategy™ and build that strategy for your own family, step by step.
Ten elements, one strategy.
You work through all ten elements of the framework, and see how each one connects to the others:
- Your Family: Past, Present & Future
- Governance & Leadership
- Asset Structuring & Estate Planning
- Wealth Management
- Business Ownership, Leadership & Strategy
- Philanthropy & Social Engagement
- Family Office & Ecosystem
- Family Dynamics & Communication
- NextGen Education & Succession Planning
- Integration, Risk & Action
Everything you need to build your strategy.
In this course, you get the knowledge and support to build your family’s strategy, with:
- Video lessons for each of the ten elements
- Worksheets that turn each element into part of your strategy
- Templates and documents for the key strategic decisions
- Live Q&A sessions twice a month with our faculty
- Lifetime access to the course platform and all materials
If you lead your family today or will in the future, or you are a senior advisor to families like yours, this course is for you.
To see exactly what we cover, keep reading.
Your path through Advanced Knowledge.
Before you begin.
How much time do I need?
Most people finish in around 12 weeks. You learn at your own pace, so you can move faster or take longer, whatever suits your life.
How is Advanced Knowledge different from Core Knowledge?
Core Knowledge gives you a clear understanding of the whole framework in 6–8 weeks. Advanced Knowledge goes further: you build your own family strategy as you go, with templates, worksheets and live sessions with our faculty.
Can family members or advisors join?
Yes. Each person enrols individually, and the course is open to family members and the advisors who work with them.
What happens when I finish?
You keep lifetime access to the course platform and all its documents, templates and worksheets. Many families then continue with a focused course or a Customized Family Learning Program.
Is my information private?
Your privacy is our priority. What you share with us stays between you and our team.
Get Immediate Access & Enrol Now
Integrated Legacy Strategy™ MasterClass: Advanced Knowledge
build your family’s legacy strategy, step by step
Welcome! In this course, you work through all ten elements of the Integrated Legacy Strategy™ and build your own family strategy as you go. You receive templates, worksheets and strategic documents, and join live Q&A sessions twice a month with our faculty. Around 12 weeks at your own pace, with lifetime access to the course platform and all materials.