Students learn how to build a comprehensive asset inventory and map all legal structures (e.g., LLCs, trusts, operating companies, investment holdings). The course trains students to construct a “Family Enterprise Map,” which visually captures the family’s financial ecosystem. Documentation systems, digital vaults, risk registers, and structuring principles are examined in depth.
FOM102 – Family Governance, Continuity & Organizational Structure – Payments
$219.00
per month for 4 total payments
FOM102 – Family Governance, Continuity & Organizational Structure
$795.00
FOM 102
FOM 102 Lesson 1- Shift from Ownership to Stewardship
FOM 102 Lesson 2 – Building the FO Operating Core
FOM 102 Lesson 3 – The Family Office Model Landscape
FOM 102 Lesson 4 – Governance Architecture
FOM 102 Lesson 5 – Investment Governance & Asset Allocation
FOM 102 Lesson 6 – Human Capital as Strategic Infrastructure
FOM 102 Lesson 7 – Managing Complexity without Bureaucracy
FOM 102 Lesson 8 – Strategic Vision as a Governing Instrument
FOM 102 Lesson 9 – Integrated Enterprise Coherence Review
FOM 102 Lesson 10 – Designed Architecture to Operational Mastery