Family Governance & Education

The creation of a family governance structure can provide a road map for families that desire to include future generations in family planning and transition family values from one generation to another. Building upon your family’s strengths can improve the probability that the next generation is well prepared to steward the family wealth.

Part of our service to your family is preparing your heirs for future roles by explaining what wealth means to you, how the wealth was created, and what visions you have for the stewardship of your legacy, including:

 

  • Mission, Vision, and Values Development
  • Family Charters and Constitutions
  • Family Governance Structures
  • Financial Education
  • Private Foundations and Donor Advised Funds
  • Philanthropic Planning
  • Financial Wellness Guidance
  • Foundational Knowledge of Emotional Intelligence
  • Building and Enhancing Trust
  • Group Decision-making Groundwork

Creating Stewardship Success

  • Understanding both the privilege and responsibility of wealth ownership
  • Knowledge about relevant topics to a family business
  • Willingness to limit short-term personal gain for the long-term interest of others
  • Desire to contribute to family cohesiveness

Professional Coaching

We help families consider several types of assessments to determine whether family members have the traits needed to succeed and work with qualified coaches and consultants to help close those gaps. A willingness to instill core shared family values, provide relevant education opportunities, and be transparent about expectations is key to preparing family members for responsible stewardship.

Family Philanthropy

Transferring your values to younger generations through philanthropy is a powerful way to enhance your charitable footprint and extend your legacy. We engage and collaborate with all family members to craft a well-structured and meaningful philanthropic strategy.

Financial Education

Financial education and learning sessions can be provided for your children and the young adults in your family to help them understand the wealth management process and view it as meaningful and beneficial to their future. This education is custom-tailored to accommodate various ages, maturity levels, interests, and lifestyles.