Family
Family Governance
A documented multi-step process producing a family narrative, mission statement, and constitution, plus the meeting rhythm that keeps them in use.
What this includes
- Family member interviews
- Family narrative documentation
- Family mission statement
- Written family constitution
- Facilitated family meetings
Related services
Next-Generation Education
Financial education for adult children and grandchildren, so inheritance arrives with the judgment to handle it rather than only the balance.
Philanthropic Planning
Lifetime giving strategy using donor-advised funds, community foundations, and private foundations, led in-house by a Chartered Advisor in Philanthropy®.