The Integrated Legacy Strategy™ MasterClass · Core Knowledge
Understand your family’s legacy, and your place in it.
Learn the full framework with our faculty, and join every conversation about your family’s future with clarity and confidence.
Take your place at the table.
You belong to a family that has built something significant, by birth or by marriage. Or you advise families like this.
Every conversation about wealth, business and the future becomes easier when everyone shares the same understanding.
In Core Knowledge, you learn the complete Integrated Legacy Strategy™ and see exactly where your role fits.
Ten elements, one strategy.
You learn all ten elements of the framework, clearly explained, and see how they connect:
- 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 join the conversation.
In this course, you get the knowledge and support to contribute with confidence, with:
- Video lessons for each of the ten elements
- Worksheets that connect each element to your family and your role
- Course materials you can return to any time
- Lifetime access to the course platform and all materials
If you are next-gen, a spouse, an in-law, new to the family office, or an advisor to families, this course is for you.
To see exactly what we cover, keep reading.
Your path through Core Knowledge.
Before you begin.
How much time do I need?
Most people finish in 6–8 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: Core Knowledge
understand your family’s legacy strategy, and take your place in shaping it
Welcome! In this course, you learn all ten elements of the Integrated Legacy Strategy™ and see exactly where your role fits. Whether you are next-gen, a spouse, an in-law, new to the family office or an advisor to families, you will join every conversation about your family’s future with clarity and confidence. Around 6–8 weeks at your own pace, with lifetime access to the course platform and all materials.