Prospective for Family Offices

Partner: Udemy
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Description: “Prospective for Family Offices” is a hands-on masterclass designed to equip ultra-high-net-worth families and their advisers with a robust, repeatable framework for long-term strategic planning through scenario-based foresight. Across five lectures, participants move from understanding foundational drivers of succession to embedding dynamic scenario planning directly into portfolio and governance decisions.  This course contains the use of artificial intelligence. We used A.I. to ensure smooth reading of the extensive notes for each slide. Many slides will however require that you pause the video and read quietly. Lecture 1: Foresight & Long-Term Wealth Management  This opening session reframes wealth preservation as a thermodynamic system: without continuous “energy” injections—NextGen education, governance refresh, clarified values—family capital succumbs to entropy. Learners explore why 70 percent of family offices cite succession as critical yet fewer than a third have written plans. Through a five-step transition process (assessing and educating NextGens, setting governance, defining shared values, sustaining communication), families gain both the language and discipline to steward heritage, kin dynamics and principles across generations.  Lecture 2: Establishing a Level-Playing Field  Participants examine how sensationalist media, hidden sales incentives and deteriorating data quality skew decision-making. Drawing on Turgot’s “eviction effect,” Laplace’s demon, Kondratiev waves and Benjamin Graham’s “Mr Market,” the course exposes cognitive biases and infodemic dynamics. Case studies on survey declines, partisan perceptions and data infidelity equip family officers to depoliticize analysis and curate an objective “information commons” for all stakeholders.  Lecture 3: Introduction to Foresight  This session defines foresight (or prospection) as the struct
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Price: 49.99
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Source: Impact
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