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Introductory Insights:
1-Day Workshop for Family Offices & Personal Development
For those ready to immerse themselves in a full day of learning, our Introductory Insights workshop combines the family office foundations and goal setting programs into this single convenient program.
This one-day introductory program aims to provide participants with a foundational understanding of family offices, personal development, and their interplay. It allows participants to grasp the fundamental concepts and motivates them to reflect on their personal development and belief systems.
What's Covered
Welcome & Overview
An overview of the program's objectives and what participants can expect to learn.
Understanding Family Offices
Defining the family office purpose and historical context. Explain the variables found within a family office. Explain the role of family offices in managing wealth and assets.
The Rules of the Game
Understanding how society works.
Understanding the world in which we live:
Political & Economic Systems:
Introducing the relationship between politics and economics. Explore political and economic systems, highlighting the significance of democracy and capitalism.
Financial systems:
Understanding asset management and investment strategies.
Cultural changes
Exploring the way our beliefs, ideas and social behaviour is changing.
Personal Development & Values
The 5 Pillars. What we value. Getting the balance right. Aligning values with decision-making.
Personal Development and Belief Systems
Discuss the sources of personal beliefs and values and their role in decision-making and personal development.
Setting Personal Goals
Set personal goals for each of the 5 pillars.
Setting Family Office Values
Setting Family Office Goals
Philanthropy Discussion
Next Steps
Provide resources and suggestions for further exploration. Understand how to create actionable plans and discover options for ongoing learning and development.
We recommend an in-person workshop format for this 1-day program.
Let our team deliver this workshop in its best format, in person at a venue of your choosing, or at a convenient central business precinct.
Inclusions
Invitation to all family office members
Pre-participation survey
Full day workshop delivery
Delivery at a venue of your choosing, or convenient business precinct
Full day catering; tea, coffee, morning tea, and lunch
Access to client portal
Invitation to Alumni community program
Feedback survey
Certificate of completion
Price:
$12,900 + GST
Additional fees may apply for more than 15 participants.
Online delivery available by request.
To Book
Book a complimentary family office consultation to discuss your needs, and to secure a date.
Examining the interplay between family offices and personal goals.
Introductory Insights is the fast-track version of our Family Office Foundations, and Empowerment & Alignment programs. Immerse yourself in a full day of learning and activities designed to build foundational knowledge and start the conversation about aligning personal goals with family office values.