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Family Office & Family Wealth - Section 2. The Groundworks
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21 students

Family Office & Family Wealth - Section 2. The Groundworks

Establishing Key Beliefs & Principles
Created byGeoffroy Dedieu
Last updated 3/2026
English

What you'll learn

  • Explaining the need to establish a common set of data and information.
  • Introduce Prospective as an exercise and a way for the family and the Investment Committee to maintain a basis for future discussions.
  • Position the debate around a strong set of family beliefs and principles.
  • Highlight the basic principles of ESG - Environment, Social and Governance principles.

Course content

2 sections • 9 lectures • 3h 3m total length

  • Key Messages0:55

    End of Lecture 1 - Key Messages.

    This is an overview of Lecture 1, part of Section 1 of this course on Family Offices.

    The active section is now Section 2 - Beliefs and Principles.

    This section starts below.

    In Section 1, we introduced the concept of Family Office and its relation to Family Wealth. We discussed key messages and challenges faced within UHNW families and Family Offices. Finally, we Explored the dynamics of families, family issues, and the overall family landscape.

  • Key Challenges1:19

    This is the end of Lecture 2 - Key Challenges.

    This is an overview of Lecture 2, part of Section 1 of this course on Family Offices.

    Lecture 2 provided a comprehensive overview of the 4 Key Challenges for U.H.N.W. Families: Demographics, Family Dynamics, Miscalculated investment risks, and Weak Structures.

    The active section is now Section 2 - Beliefs and Principles.

    This section starts below.

  • Families, Family Issues, Family Dynamics1:17

    This is the end of Lecture 3 - Families, Family Issues, Family Dynamics.

    This is an overview of Lecture 3, part of Section 1 of this course on Family Offices.

    The active section is now Section 2 - Beliefs and Principles.

    This section starts below.

    Lecture 3 delved into the interconnected aspects of families, family issues, family dynamics, and how they relate to family office operations and governance. Exploring the nuances of family relationships, challenges, and the evolving landscape of family offices shed light on the complexities inherent in governing both family wealth and family businesses effectively.

  • Family Office Landscape1:34

    This is the end of Lecture 4 - Family Office Landscape.

    This is an overview of Lecture 4, part of Section 1 of this course on Family Offices.

    The active section is now Section 2 - Beliefs and Principles.

    This section starts below.

    Lecture 4 delved deeper into the family office landscape.

    After discussing the definition and a little bit of history of family offices, I highlighted various issues with the data and partial information about the world of U.H.N.W. families and their offices.

  • Family Office & Family Business Governance4:45

    This is the end of Lecture 5 - Family Office & Family Business Governance.

    This is an overview of Lecture 5, the end of Section 1 of this course on Family Offices.

    The active section is now Section 2 - Beliefs and Principles.

    This section starts below.

    Lecture 5 examined the critical issues and best practices related to family office governance. This Lecture provided a comprehensive overview of the key considerations and strategies for fostering collaboration, transparency, and accountability within family structures. By addressing the key messages and challenges highlighted in this Lecture, family offices can enhance their governance practices and effectively navigate the complexities of managing family wealth, relationships, and legacies.

Requirements

  • Complete Section 1 - Introduction of the Family Office & Family Wealth course.

Description

In this Section 2 of my course on Family Office & Family Wealth. You may need to refer to Section 1 - Introduction to understand some of the concepts related to family offices.

This course contains the use of artificial intelligence. We used A.I. to ensure smooth reading of the extensive notes for each slide. Many slides will however require that you pause the video and read quietly.

In this Section 2 - The Groundwork: Beliefs and Principles, we will explain the need to establish a strong set of family beliefs and principles, based on a common set of data and information. We will introduce Prospective as an exercise and a way for the family and the Investment Committee to maintain a basis for future discussions.

This is crucial for laying the groundwork in order to setup a family office and family governance as well as ensuring fairness and equal opportunities to contribute (Lecture 6).

Lecture 7: Introducing Prospective, also called Foresight, will set the stage for anticipating future trends and being proactive rather than reactive when apprehending market fluctuations, fostering strategic planning in the family office. 

Lecture 8: We will discuss how Family Beliefs & Principles need to be established. These principles form a foundation and shape values and behaviours, influencing decision-making and actions within the family unit.

Lecture 9: A focus on ESG (Environmental, Social, and Governance) will highlight the importance of sustainable practices and responsible investments for contemporary family offices, including in Emerging Markets.

Who this course is for:

  • Bankers
  • Wealth Managers
  • Family Officers
  • Corporate services providers
  • Trustees
  • Financial Advisers
  • Properties / Real estate agents
  • Fund managers

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