Optional Add-On Module: Family Office Compliance and Legacy Planning (4 Hours)

In an era where social responsibility and ethical stewardship are paramount, family offices have a unique opportunity to lead by example. Our “Family Office Compliance and Legacy Planning” module is tailored for family office executives, private wealth managers, and philanthropy advisors who seek to integrate social value into private capital and legacy planning strategies.

This comprehensive 4-hour module delves into the intersection of wealth and social responsibility, providing participants with the knowledge and tools needed to align their wealth goals with broader social value principles. Through three meticulously designed modules, participants will explore the intricacies of defining purpose in family wealth structures, implementing sustainable compliance controls, and effectively measuring and communicating the impact of their philanthropic activities.