Key Course Benefits

  • Build a Financial Legacy

    Learn how to use your family business’s income to create a lasting financial foundation for future generations.

  • Make Strategic Investments

    Discover beginner-friendly investment strategies to grow your family fund sustainably and securely.

  • Establish Family Governance

    Develop clear guidelines for managing your family fund and ensuring its success over time.

Course Curriculum

    1. Introduction + Outline

      FREE PREVIEW

    2. Key Terms and Definitions

    1. What is Generational Wealth?

    2. How Family Businesses Can Build Generational Wealth

    1. Financial Literacy for Family Businesses

    2. Allocating Income for a Family Fund

    1. Setting Goals for Your Family Fund

    2. Establishing Family Governance

    1. Investment Basics for Beginners

    2. Developing an Investment Strategy

    1. Monitoring Fund Performance

    2. Risk Management and Succession Planning

About this Course

  • $59.00
  • 15 lessons
  • 0 hours of video content