Module 12

Global Study Tour (Program Experience)

• Learn through curated exposure and
• guided insight.
• Details to be confirmed
• (timing, locations, inclusions).
• Expression of interest recommended.

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Module 11

Family Office Operations

• Understand operating models and
• reporting rhythms.
• Service menus, tech, reporting, talent, and current priorities such as cross-border residence and governance-led education.

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Module 10

Trusts & Estate Planning Masterclass

• Understand the tools and philosophies that shape legacy.
• Trusts, trustees, distribution philosophies, governance documents (charters/constitutions) and localised electives.

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Module 9

Family Communication & Transition

• Build capability across generations — with better conversations.
• Preparing heirs, mentoring ladders, structured pathways (internships, board observer roles) and navigating grief/divorce/transitions with financial clarity.

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Module 8

Impact, ESG & Mission Alignment

• Align capital with purpose using clear guardrails.
• Policy design, measurement principles, portfolio alignment and the interface between investing and philanthropy.

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Module 7

Risk, Governance & Cybersecurity

• Protect what you’ve built — operationally and digitally.
• Operational risk, cyber hygiene, incident response, insurance, governance boundaries, and the role of external advisors.

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Module 6

Private Markets & Alternatives

• Understand private assets, liquidity and valuation.
• PE/VC, private credit, real assets, art/collectibles; capital calls, liquidity planning, valuation differences and operational considerations.

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Module 5

Public Markets & Manager Selection

• Make informed choices about managers, mandates and fees.
• Index vs active, due diligence, fee structures, mandate design and ESG/impact policy options.

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Module 4

Directors — Role, Responsibilities & Risks

• Demystify directors’ duties and board risk.
• What a director is, responsibilities, personal and organisational risks, and practical governance behaviours for confident participation.

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Module 3

Superannuation & Tax Landscapes (Overview)

• Understand the landscape and what to ask.
• A clear overview of trusts, wills, fiduciary duties and high-level tax considerations, with optional jurisdiction deep dives (AU/UK/US) available as electives.

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Module 2

Wealth Purpose & Family Governance

• Create clarity around roles, purpose and decision rights.
• Purpose statements, governance structures, charters, councils, boards, owner vs operator responsibilities, independent directors, and conflict resolution frameworks.

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Module 1

Financial Fluency & Investment Basics

• Build calm confidence in the fundamentals.
• Budgeting at scale, cash flow, inflation,
• risk/return, diversification, portfolio construction basics, fees, reporting and performance attribution—taught with confidence-building techniques.
• You’ll learn to: interpret reporting, understand risk, and ask better questions.

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