FOR FAMILIES
Family Governance

How we help families

Navigating the complexities of family dynamics and wealth management requires specialized expertise and a deep understanding of intergenerational relationships. Our team specializes in family governance, offering tailored solutions to high-net-worth families and multi-generation family businesses.
 

At the core of our approach is a commitment to preserving and enhancing your family's legacy while fostering harmony and cohesion across generations. We understand that effective family governance goes beyond financial management; it encompasses shared vision and values, communication strategies, and decision-making processes.

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We take on the pivotal role of quarterback in family legacy planning, orchestrating the coordination of all family advisors and guiding multi-generational teams towards a unified vision of enduring prosperity.

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Our approach encompasses a range of services, including:
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• Creation of Family Vision, Mission, Values, Pillars & Goals
  Providing a structured framework to empower the families to shape their collective legacy, create a unified vision, identify shared values and beliefs, and establish short-term and long-term goals that provide support to the family unit.
   

• Creation of a Family Game Plan
  Creating a tailored family game plan that captures what is most important to the family (e.g. estate planning, business succession planning, philanthropic strategy, family education, investment and tax strategies).
   

• Family Meetings and Facilitation
  Facilitating family meetings to discuss goals, values, and concerns and fostering open communication and alignment across generations. This helps promote a shared understanding of what is most important and hold the family accountable to the established game plan.
   

• Family Constitution and Governance Structures
  Developing family constitutions, charters, and governance structures tailored to your family's unique needs, clarifying roles, responsibilities, and decision-making processes.
   

• Family Support Structures: Advisory Board and Family Foundation 
  Assisting with the creation and management of family Advisory Boards and/or Family Foundations.
  A Family Advisory Board is a structured forum comprised of trusted advisors who provide guidance and strategic counsel to a family on various matters related to wealth management, governance, and succession planning. 
  A Family Foundation can channel the philanthropic aspirations and establish a structured approach to giving back to the community. 
   

• Succession Planning
  Assisting in succession planning to ensure a smooth transition of wealth and leadership and preserving continuity and unity within the family business or wealth management structures.
   

• Education and Next-Generation Development
  Providing education, learning modules, and mentorship programs to prepare the next generation for leadership roles, instilling values and skills essential for stewardship.

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