Raffles Legacy Learning
Total Family Wealth
Integrating Legacy, Portfolio, Business, Property, Private and Multi-generational Assets — the disciplined approach that turns family capital into a long-term resource serving the family's purpose.
Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin Delano Roosevelt
First Inaugural Address, 1933
Fully onlineSelf-pacedOn demandEstimated duration 10–14 weeks
Course overview
A practical approach to family wealth management — essential for any family legacy strategy.
Each family needs to develop its own approach to wealth management, built on a solid foundation of financial market and investment expertise. Understanding the positive and negative history of private and family investing is part of that foundation. Many families are now also turning to sustainable and impact investing, direct investing, co-investing, and other sources of "finding alpha" and reducing concentration risk in turbulent modern markets — all integral to the modern wealth management agenda.
Who will benefit from this course
For those who manage the family's wealth — and those preparing to.
The journey you will take
Ten elements. One integrated approach to total family wealth.
By the end of this Masterclass you will have built the full document architecture of professional family wealth management — the working papers that anchor every investment decision your family will make across generations.
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
The disciplined professional approach
that makes a successful long-term family investor.
This course teaches you how to develop a family-specific approach to wealth management — giving you access to the most important practices and principles to avoid the pitfalls of private investing, and to put in place the disciplined professional approach required to become a successful long-term investor of your family wealth.
Vision & process
Your family wealth vision and objectives, investor profile, and the disciplined professional process that turns aspiration into a working investment framework.
Allocation & risk
An asset allocation model built for your family, risk management policies, and the framework for sustainable, direct, and co-investments that increasingly define the modern wealth agenda.
The most successful family investors are not those who chase the market, but those who built a disciplined professional process early and held to it across every cycle.
Build the family investor
Develop the disciplined professional process that turns family capital into a long-term resource serving generations to come.
CHF 5,000
Get it now →Enrollment is open year-round. Access to the CourseBook and templates is immediate.