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
OUR FACULTY
Meet the facilitators
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
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
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 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
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
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.
