Deskripsi Workshop

Most family businesses plan for succession. Very few plan for what comes after.
The Vanderbilts built one of America's greatest fortunes. Within three generations, it was almost entirely gone. Not because the business failed — but because no one designed a structure that could outlast the founder.
The Rothschilds, on the other hand, have preserved and grown their wealth for over 250 years. The difference isn't luck. It's governance, capital discipline, and intentional legacy planning.
Legacy: Beyond Succession covers the full spectrum — from the DNA of family businesses and capital structure decisions to ownership architecture and multigenerational wealth transfer.

Content

The DNA — how family firms are structured, where they outperform, and why most don't survive the third generation.

• The Capital — bootstrapping to IPO: debt, equity, PE, dividends, M&A, and the Family Office.
• The Governance — decision-making under pressure, independent directors, succession conflict, and avoiding the Murdoch trap.
• The Structure — dual-class shares, holding companies, IPO vs. staying private: who really holds control?
• The Legacy — trusts, estate planning, philanthropy, and preparing the next generation to lead, not just inherit.

Case studies drawn from Rothschild, Meta, Alibaba, LVMH (Arnault), EXOR (Agnelli), and the Murdoch succession battle.

Who Should Attend?

•  Family business owners and their heirs
•  Executives and board members of family-controlled companies
• Finance professionals advising UHNW and family office clients
   

Pembicara

The Fei Ming

Master’s, CFA, CAIA, FRM