NextGen Education
Essential Knowledge for the Rising Generation and its Future Leaders — preparing for the responsibilities, opportunities and trials that lie ahead, both in the family and within themselves.
Preparing the money for heirs — and preparing heirs for the money.
Mark Haynes Daniell
Strategy for the Wealthy Family
Fully onlineSelf-pacedOn demandEstimated duration 4–6 weeks
Course overview
You did not choose the family you were born into — but the responsibilities that come with it will, sooner or later, become yours. How well you carry them is up to you.
This Foundation course gives you the working framework to step into your role with confidence — covering your family's history and capabilities, the world it is operating in, the risks ahead, your own strategic career path, the ecosystem of people around you, the mechanics of succession and generational transition, and the personal purpose that turns inherited responsibility into a balanced, intentional life.
Who will benefit from this course
For the rising generation — today’s NextGen, tomorrow’s family leaders.
The journey you will take
Seven steps. Becoming ready to contribute to — and lead — the family.
Seven modules take you from understanding your family's past to building your own future role within it: family history, current context, future risk, your own career path, the people around you, succession mechanics, and personal purpose. By the end you have a working framework to step into your share of family responsibility with clarity.
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
Ready to contribute today.
Ready to lead the family tomorrow.
By the end of this course you will have the technical knowledge, social capability, and personal clarity to take on your share of family responsibility — with a working framework for everything from family history to succession to your own life direction.
Family context & capability
The hard and human work of preparing to contribute to and eventually lead your family — understanding its history, reading the world it operates in, building your own capabilities, and mastering the mechanics of succession and generational transition.
Personal purpose & balance
Finding your own purpose and the engagement that turns inherited responsibility into a balanced life on your own terms — not the burden many in the rising generation come to fear.
You will leave this course knowing your family, your context, your role, and yourself — the foundation on which every successful family leader builds.
For the rising generation
Build the knowledge, capability and confidence to take on what lies ahead — on your own terms, and at your own pace.
CHF 1,500
Get it now →Enrollment is open year-round. Access to the CourseBook and templates is immediate.