Delivering a foundation
of knowledge and tools
for successfully managing
family wealth

A virtual training platform empowering families with practical knowledge and tools to make informed decisions.

Drawing on deep expertise and real-world experiences, our programmes are designed to guide the whole family through all stages of ownership and growth.

Each module will enable you to build competence and confidence in developing strategies and structures that meet your family’s needs and goals.

Explore our modules 

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Benefits

Course Features 

Learn . Connect . Prosper

Accessible courses for the whole family 

Ability to mix and match modules for multiple family members without the commitment to fulfil the whole course

Flexible virtual delivery 

Self-paced learning via weekly bite-sized videos that can be accessed anytime or place, from a device of your choice

Multi-disciplinary approach

Choose from a series of modules including stewardship of wealth, governance, communication, family business leadership, family office and succession planning

Inspirational learning

Facilitated by expert practitioners and supported by storytelling from multigenerational families

Global connectivity

Learn alongside other families from around the globe

Practical takeaways

Equip yourself and your family with the fundamental knowledge and tools to make better decisions

Certification

Be part of an elite alumni, consisting
of the world’s leading family businesses
and family offices

Best practice 

Anticipate, respond to and plan for issues shaping the future of your family

Extraordinary value 

A cost efficient way to build knowledge and understanding 
OUR FACULTY 

Meet the facilitators 

Emily Griffiths-Hamilton 
3rd Gen Family Member,
Family Enterprise Advisor 

Emily Griffiths-Hamilton, a third generation family member of an exceptional Canadian business family, is a published author, Build Your Family Bank and Your Business, Your Family, Their Future, on the topic of successful multi-generational wealth and family business transition.
Philip Mackeown
5th Gen Family Member,
Business Leadership & Career Coach

Philip is a coach and mentor to successors to families-in-business. He is a fifth-generation member of the Musgrave family who together own Ireland’s largest family company. He worked in his family business as an executive, non-executive Family Director and as Head of the Family Council..
Bryn Mars Monahan 
4th Gen Family Member,
Family Enterprise Consultant 

 Bryn Mars Monahan is a fourth generation family office board member and a consultant at Relative Solutions LLC. Bryn focuses on the intersection of enterprise and family, providing structure for governance, leadership, communication, and education. 
Alexandra Sharpe 
Co-Founder,
Kinestra Partners 

As a specialist consultant, mentor and facilitator, working with some of the most significant and influential families in the world, Alexandra has spent more than a decade dedicated to working with family businesses, family offices and
wealthy families, supporting them through  generational change.
Grégoire Imfeld
Founder,
One Family Governance

Grégoire has more than  20 years of experience in the wealth management industry, half of which in the Family Office space.  He currently advises families, financial institutions and governments on family office and governance matters. He was previously Head of Pictet Family Office Services.
Jennifer East 
Founder,
ONIDA Family Advisors Inc

Jennifer East began her career as a young leader in her family’s multi-generational enterprise in Canada.  As a trained executive coach and family business facilitator, Jennifer specializes in succession and continuity planning, next generation leadership development, family communication and governance.
Nick Di Loreto
Principal,
BanyanGlobal 

Nick Di Loreto is a Principal and part of the founding team at BanyanGlobal Family Business Advisors. For the past decade, he has guided leading families across the world to design their enterprise governance, to evaluate their business portfolios and organizational capabilities, and to plan for generational transition.