Family Governance and Education
Wealth Advisory
Family Governance and Education

Family Governance and Education

Family governance plays a key role in helping to sustain a family's wealth for future generations. As a pioneer in addressing the issues and challenges of wealth, we offer resources and guidance to educate and foster communication within your family about crucial issues. Our family governance services include:

Family Vision
Discovering what dimensions of life are most important to your family is key to the development of a family vision and mission plan. We can help identify the leadership preferences that are driving your family enterprise, and the communication styles that are dominating or being underutilized. The outcome is a transition of individual preferences into a unity of vision among family members, which is critical to the continuation of the family's wealth over generations.
Family Philanthropic Planning
Educating your family about your current giving practices and philanthropic preferences can help them gain a greater appreciation for charitable gifting. We can help you create a philanthropic plan that engages all family members and that is aligned with the family's values and mission.
Family Values and Expectations
Understanding the unique dynamics of your family and different family member roles can help identify items that could potentially hinder your family's future sustainability. By conducting values testing, we can help engage the family's decision-making process; align family members' expectations; and prepare them for their future family roles.
Family Financial Education
We can help your family develop the understanding and skill needed to promote personal and financial responsibility. Financial education covered includes: portfolio allocation, investing, cash flow planning, sustainable spending, education planning, risk management, retirement strategies, estate planning, wealth transfer, asset protection, trust entities, and tax reduction strategies.

Family Wealth Sustainability Process
Through our Family Wealth Sustainability Process, we help families understand pitfalls and best practices; assess unique family preferences, communication, and styles; align family members' expectations; and assemble a comprehensive plan.

The outcome is a unified vision among diverse family members, which leads to continuity of the family's total wealth.

With an integrated family governance structure in place, your family will have the tools it needs to successfully navigate the challenges of operating more efficiently and harmoniously, and sustaining wealth over multiple generations.

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