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Next intake starts 16 September 2025

You've built success, but now the question looms: How do you ensure your family's values, wealth, and impact endure for generations to come?

Family Charter Course: your guide to crafting a shared vision that transcends financial inheritance.

Who This is Designed For

  • Business Owners and Executives: 
    Secure the future of your family enterprise by aligning family values with wealth asprations. Foster collaboration and communication across generations.
  • High-Net-Worth Families: 
    Go beyond simply transferring wealth. Create a framework for responsible stewardship, shared purpose, and meaningful contributions to future generations.

In this immersive course, you will:

  • Discover the power of a Family Charter: 
    Understand the profound impact it can have on family dynamics, communication, and decision-making.
  • Define your family's core values: 
    Identify what truly matters to your family, guiding future generations and ensuring wealth serves a larger purpose.
  • Craft a vision for the future: 
    Collaboratively develop a roadmap for your family's legacy, including business succession, philanthropy, and personal aspirations.
  • Address key considerations: 
    Navigate sensitive topics like wealth distribution, conflict resolution, and family governance structures.
  • Build a lasting legacy: 
    Create a document that empowers your family to thrive and contribute positively for generations to come.

The Family Charter Course is more than just a workshop, it's an investment in your family's future. It's about fostering unity, aligning values, and leaving a legacy that extends far beyond wealth.

Are you ready to build a legacy that truly matters?

The course is split into three 2-hour sessions as well as individualised coaching over six weeks. 

Private family sessions are available. Please contact us directly to discuss available options. 

The Family Charter Course image

The Family Charter Course

NZ$8,625.00

Price is including GST