The first step in embarking on your family office journey is our 90 minute Family Office Foundations webinar. This session is designed to introduce your family to the concepts explored in the Executive Choice programs. 

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What's Covered

 

Welcome & Introduction:
Session purpose and key topic outline.

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What are Family Offices: 
Primary functions of a family office, historical context and evolution. The essential role of family offices in managing wealth and assets.

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Variables Within Family Offices:

Acknowledgement and awareness of differences. Family office members will vary in age, language, life experience, education, lifestyle, personality, sense of self and values.

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The Rules of the Game:

Society is driven by rules that always have exceptions.

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The Intersection of Politics & Economics:

The relationship between political systems and economic structures. Overview of systems and understanding your unique context within the geopolitical framework.

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The Changing Culture in which we Live:

How our ideas, customs and social behaviour are changing.

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The Financial Equation:

The key principles of wealth creation and asset management. 

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Personal Development & Values:
Examine the sources of personal beliefs and values. Aligning values with decision-making.

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Balancing Lifestyle & Work:

Job satisfaction and career choices. Significance of financial security and planning. 

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Setting Personal Goals and Learning Goals:
Setting personal and learning goals. Resources for further exploration, and options for continued learning and development.

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Setting Family Goals
How to meld a number of personal values into group values.

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Philanthropy Discussion

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Q&A

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Closing Remarks & Key Takeaways