Documents for integrated Legacy strategy

Key Supporting Documents for each Category

1. 2. Family History, Purpose, Vision and Values
   3. Family Philosophy of Wealth
   4. Family Constitution, inc Family Council and Committee Terms of Reference, Bill of Rights and Responsibilities
   5. Wealth Structuring, Ownership and Distribution Policies, Estate Planning
   6. Approach to Business Ownership, Employment for Family Members and Governance
   7. Long Term Leadership Plans for Family, Business and Philanthropic Roles
   8. Philanthropic Foundation Document
   9. Generational Transition Plans
   10. Family Advisory Board Structure
   11. Family Evolution: Expectations and Responsive Plans to Preserve Unity
   12. LT Succession Planning for Key Family and Non-Family Members of the Eco-System (inc Trustees, Directors)
   13. Ethical Will
   14. In-Law and Pre-nup Policies and Documents
   15. Corporate Documents

1. 2. Family Leadership Assessment
   3. Total Family Wealth Strategy Document (inc Business)
   4. Family Business Strategy
   5. Philanthropy and Social Engagement Strategy and Metrics
   6. Family Culture, Relationships and Individual Issues Review
   7. Succession Plans for Family and Non-Family Members in Key Roles
   8. Next Gen and Family Educational Programmes
   9. Mentoring and Strategic Career Pathing Plans
   10. Philanthropy Projects and Governance Plans
   11. Family Educational and Development Programs
   12. Family Networking and ‘Brand’ Strategy
   13. Generational Transition Plans
   14. CSR and ESG Plans for the Business and Family Activities
   15. Review of Family and Business Governance Effectiveness

1. 1. 2. Family Council/Committee Schedule
      3. Family Meeting and Comms Plan
      4. Investment Policy Statement
      5. Family Business(es)Annual Plan/Budget
      6. Philanthropic and Social Objectives and Performance vs Milestones and Metrics
      7. Risk Management Priorities and Action Plans to Reduce Risk/Respond Effectively
      8. Review of Family Dynamics with Plans to Address Major Family, Relationship or Individual Issues Arising
      9. Succession Plans Actions from ST Needs and LT Generational Transition Plans
      10. Family and Business Board and Chair Effectiveness Assessment
      11. Family Business, Family Office and Ecosystem Team Objectives and Review (with Corrective Actions on Shortfalls)
      12. Family Member Performance Review and Enhancement Discussions
      13. Review of Family Electronic Footprint vs ‘Brand’ Objectives
      14. Family Survey (inc Financial and Non-financial Metrics, Risk Priorities, etc)
      15. Fire Drill Checklist Update