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Family foundations, donor-advised funds, and strategic philanthropy for UHNW families.
Estimated completion time: 21 lessons • Self-paced learning • Lifetime access
Strategic family philanthropy.
Direct investments, co-investments, and deal sourcing for family offices.
Wealth transfer. Succession planning, next-gen preparation, and intergenerational wealth.
Family constitutions, councils, and governance structures. Next-gen preparation.