Financial Wellbeing — Understanding your relationship with money and building healthy financial habits.

Cashflow Fundamentals – Budgeting — Practical tools for managing income, expenses and saving with intention.

Tax Basics — Why we pay tax, how it works, and your obligations as an employee or a business owner.

Investments Overview — An introduction to the core asset classes and how they fit together.

Introduction to Equities — The basics of shares, markets and how companies raise capital.

Introduction to Property & Real Estate — Understanding property as an asset class, from ownership through to investment.

Introduction to Superannuation — How super works, why it matters, and how to make it work for you.

Structures — An introduction to individuals, trusts, companies and partnerships, and how each is used.

Philanthropy — Exploring giving as part of a considered financial life.

Reading Financial Statements — Making sense of balance sheets, profit & loss statements and cashflows.

Estate Planning — First steps in understanding how wealth is protected and passed on.

Debt — Managing debt — good and bad — and using it wisely.

Wealth Purpose & Family Governance — Purpose statements, roles, charters, councils and boards; owner vs. operator responsibilities; independent directors, conflict resolution and decision rights.

Superannuation and Tax Landscapes — An overview of trusts, wills and fiduciary duties, with a comparison of estate taxation across Australia, the UK and the US, plus an elective deep dive.

What it means to be a Director — the role, responsibilities and risks.

Private Markets & Alternatives — Private equity, venture capital, private credit, real assets, and art and collectibles; liquidity, capital calls and valuation — and why family offices are tilting toward private markets.

Risk, Governance & Cybersecurity — Operational risk, cyber hygiene, incident response and insurance; separating the family council from the company board; the role of external advisors.

Using AI & Social Media — The pros, cons and guardrails of using AI, plus a critical look at financial advice from social media and “finfluencers.”

Impact, ESG & Mission Alignment — Designing a policy, setting guardrails, measuring outcomes, and aligning both portfolios and philanthropy with mission.

Family Communication & Transition — Preparing heirs, mentoring ladders and structured pathways (internships, board observer roles); handling grief, divorce and life transitions with financial clarity.

Trusts & Estate Planning Masterclass — Tools, trustees and distribution philosophies; charters and constitutions.

Family Office Operations — Operating models, service menus, technology, reporting and talent, with a focus on current priorities including education, governance and cross-border residence.

Investment Policy Statement — Finalising your IPS and advisor mandates.

Family Office Operations & Governance — Consolidating what you’ve learned about how family offices run and are governed.

Investment Policy Statement — Finalising your IPS and advisor mandates.

Peer Capstone Presentations & Cohort Reflection — Presenting your work to your peer group and reflecting on the journey together.