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A two-day practical program designed to prepare the next generation to participate in family and family office governance, understand roles and legal responsibilities, manage conflicts of interest, and navigate ownership transfer and succession planning.
Capital Market
Governance
Law and Regulatory Knowledge
Not Exist
Lecture
Case Studies +3
Lecture
Case Studies
Brainstroming
Practical Implementation
Exercises and assignments
Pre Assessment
Post Assessment +1
Pre Assessment
Post Assessment
Research or Project
Next Gen, Ages 2040
Family Boards and Committ...
Future Owners and Governo...
Next Gen, Ages 2040
Family Boards and Committees
Future Owners and Governors
This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
In Class Training
What ownership means: ownership, management, and control.
Reading the family constitution and constitutional documents.
Family council, board, and committee roles.
Voting, information rights, and reserved matters.
The next generation's place in the governance system.
In Class Training
Board and committee responsibilities and duties of care and loyalty.
Conflicts of interest and related-party transactions.
Decision documentation and accountability. When independent financial or legal advice is required.
In Class Training
Ownership and wealth-transfer tools under the legal context.
Preparing for ownership and governance roles after transfer.
Exit, priority rights, and ownership cohesion.
Negotiation and preventive family mediation.
Applied case: navigating succession without dispute.
Read and apply the family constitution and governance documents.
Distinguish owner, board, and management roles and responsibilities.
Address conflicts, related-party matters, and confidentiality.
Prepare for ownership and participate responsibly in succession.
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