Your Secure Gateway To Learning Resources.
The Learning Gateway provides secure access to your enrolled
content-modules, electives, resources and downloadable tools-based on your purchases.
What you’ll gain.
Fluency in core investing and governance concepts
Clear frameworks for decision-making
Greater confidence in conversations with advisers
Practical tools across reporting, accountability and purpose
What’s included.
Monthly Next Generation Networking events
Course content delivered over 4 module, plus an optional Study Tour
Access to the Learning Gateway
Downloadable tools and guides
Module A
Financial Fundamentals/Foundations 101
Financial Wellbeing.
Cashflow Fundamentals – Budgeting.
Tax Basics – Including Personal tax. Why do we pay tax. How do we pay it? As an employee, as a business, what are your obligations?
Investments Overview
Introduction to equities
Intro to Property and Real Estate
Intro to Superannuation
Structures – incorporate Individuals, Trusts, Companies & partnerships
Philanthropy
Reading Financial Statements, balance sheets, P&L, cashflows
Estate Planning
Introduction and management of Debt
Module B
Governance, Investing & Risk
Wealth Purpose & Family Governance
Purpose statements, roles, charters, councils, boards, owner vs. operator responsibilities; independent directors; conflict resolution and decision rights.
Superannuation and Tax Landscapes (overview)trusts, wills, fiduciary duties; estate taxation comparisons; elective deepdive for the Australia/UK/US examples. Directors What is a director, role, responsibilities and risks.
Public Markets & Manager Selection
Indices vs. active; due diligence; fees; mandates; ESG/impact policy options.
Private Markets &Alternatives
PENC, private credit, real assets, art & collectibles; liquidity, capital calls, valuation. Family offices’tilt to private markets and operational considerations.
Risk, Governance & Cybersecurity
Operational risk, cyberhygiene, incident response, insurance; separating family council vs. company board; role of external advisors.
Using Al and social media– Pros and cons of using Al. Guardrails when using Al.
Module C
Stewardship and Impact
Impact, ESG, and Mission Alignment
Designing a policy; guardrails; measurement; aligning portfolios and philanthropy.
Family Communication & Transition
Preparing heirs; mentoring ladders; structured pathways (internships, board observer roles); handling grief, divorce, and life transitions with financial clarity.
Trusts & Estate Planning Masterclass (with localised electives)
Tools, trustees, distribution philosophies; charters/constitutions; cross-border issues. Optional Philippine deep dive including TRAIN Law and recent amnesty developments.
Family Office Operations
Operating models, service menus, technology, reporting, talent; current priorities (education & governance; cross-border residence).
Module D
Capstone & Study Tour
Family office operations & governance.
Investment Policy Statement finalisation & advisor mandates.
Peer capstone presentations & cohort reflection.
Optional: International Study Tour – Singapore · London · Zurich (billed separately).
Optional Add-On: 2-Day Financial Literacy Intensive.
Designed for members who want a stronger financial foundation before engaging with the deeper curriculum. Covers personal balance sheets, reading financial statements, investment basics and understanding advisory relationships.