Skip to content
Element 9 of 10 Risk & Crisis Management Level III · Masterclass

Protecting the Future

Priority risk and crisis management for family, wealth and business — identifying potential problems early, addressing them quickly, and building the resources to respond when crises come.

The best time to address a family risk is before it becomes a family crisis.

A guiding principle

of family risk management

Fully onlineSelf-pacedOn demandEstimated duration 10–14 weeks

Course overview

Risk management is about identifying potential family problems early — and addressing them quickly and effectively before they become crises.

Traditional risks include family, financial, fiscal and physical exposure. Today, data and cybersecurity have added an extra dimension, and the predators within the family ecosystem may be the most dangerous of all. This Masterclass gives you the tools and guidance to identify the most critical risks facing your family — and the strategies, monitors and resources to address them, whether they are current or future, short, medium or long-term.

Who will benefit from this course

For families serious about protecting what they have built.

Family Leaders & Patriarchs/Matriarchs
Family Office & Advisors
Family Business Leaders & Boards

The journey you will take

Twelve steps. From risk identification to crisis response.

By the end of this course your family will have a complete risk register and crisis response framework — covering every category of exposure, with strategies, monitors and resources allocated for each, and the resilience to respond when the unexpected happens.

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

Mark Haynes Daniell

Mark Haynes Daniell

Founder & Chairman

Full bio →
Sara Hamilton

Sara Hamilton

Family Office & Governance

Full bio →
Jamie Lowther-Pinkerton

Jamie Lowther-Pinkerton

Risk & Security

Full bio →

What you create here

A complete risk and crisis framework
— built for both prevention and response.

By the end of this Masterclass your family will have built a complete risk management framework — from the early identification of priority risks across every dimension to the response protocols and resource allocations that protect what matters most.

Identifying the risks

A comprehensive risk inventory covering family and marital risk, financial and business exposure, fiscal risk, physical and lifestyle threats, data and cybersecurity, and the predators in the family ecosystem — with priorities assigned and ownership clear.

Responding to crisis

The strategies, monitors and response resources that turn risk identification into real protection — covering best-practice prevention, next-practice creative options, and the disciplines of managing crises as and when they emerge.

A family that has thought clearly about its risks — and prepared its responses in advance — navigates crisis rather than being navigated by it. The framework, not heroism, is what holds.

Protect what you have built

Build the risk and crisis framework that protects your family, your wealth and your business — before the next crisis arrives.

CHF 5,000 lifetime access

Get it now →

Enrollment is open year-round. Access to the CourseBook and templates is immediate.