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Mode of training:
In-person
Duration:
2 Days
Cohort Size:
4 to 20 people
Who should attend:
The next generation of family business owners. This training is for individuals looking to safeguard and grow their family’s legacy through strategic financial planning and disciplined wealth management.
For many next-generation family business owners, wealth carries meaning beyond financial capital. It represents responsibility, pride, and the desire to honor the generations before while shaping a stronger future. BALINCA™ Wealth is for those who feel the weight of that legacy and are driven to exceed expectations, grow their family’s impact, and lead with distinction.
This program blends financial mastery with strategic planning tailored to family enterprises. Participants will develop a long-term vision for their business, embrace sustainability in management practices, build disciplined financial habits, and explore investment strategies that protect and grow family wealth across generations.
Outcomes
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Understand the best practices of wealth reservation
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Build a long-term financial vision for the individual or family enterprises
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Learn the principles of disciplined financial growth planning
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Explore investment strategies for family wealth and tax implications for international assets
