COMPREHENSIVE DOCUMENT ARCHITECTURE

 

COMPREHENSIVE LIST OF DOCUMENTS FOR YOUR CONSIDERATION

Long Term Documents
(> 5 Years)		Medium Term Documents
(3-5 Years)		Short Term Documents
(1-2 Years)
1- Integrated Legacy Strategy: Multi-Faceted and Multi-Generational Strategy with Fully Aligned Supporting Documents in Key Areas1- MasterPlan and Supporting Schedules: Ensure Pursuit of Vision and Implementation of Supporting Actions1- Annual Plan: Past Year Assessment and Coming Year Objectives, Activities, Schedule
  1. LT Integrated Legacy Strategy
  2. Definition of Success, Metrics and Process for Assessment of Progress
  3. Family Communications Objectives and Policies (Internal, External)
  4. Family History and Expected Evolution
  5. Priority Challenges
  6. Statement of Family Purpose, Vision and Values
  7. Individual Purpose
  8. Family Philosophy of Wealth and Implications
  9. Family Constitution
  10. Family Leadership Model Determination and Implementation
  11. Family Advisory Board
  12. Job Descriptions for All Key Positions
  13. Compensation Policies for Family, Business and Philanthropic Roles
  14. Selection Standards and Process for Entry into Family Business
  15. Family Risk Management Policies and Plans (inc pre-nup and Other Marital Issues)
  16. Asset Structures and Supporting Documents (Letter of Wishes, etc)
  17. Dividend and Distribution Principles and Practices (Income and Capital)
  18. Family Stipend Policies and Plans
  19. Philosophy of Wealth
  20. Family Business Ownership and Dividend/Distribution Policies
  21. Long Term Strategy Document for Total Family Wealth
  22. Business Ownership and Governance Objectives and Plans
  23. Preparation for Major Challenges, Strategic Events or Transactions in Family, Wealth and Business
  24. Mentoring Programs and Objectives
  25. Estate Plans
  26. Ethical Will(s)
  27. Philanthropic Foundation Strategy, Metrics and Documentation
  28. Generational Transition Policies and Plans
  29. Long Term Objectives for Family and Family Business Culture, Relationships and Individual Issues
  1. Family Legacy Strategy and Master Plan Schedule (inc Generational Transition)
  2. Family Communications Priorities (Internal, External, Possible ‘Brand and Reputation’ Survey)
  3. Family, Business and Philanthropy Governance Plans
  4. Family Office and Ecosystem Objectives and Plans
  5. Leadership Assessment and Responsive Actions
  6. Compensation for Key Positions (Structure and Value Ranges) vs Market
  7. Total Family Wealth Strategy Plan (inc Business and Liquid Wealth)
  8. Family Business Strategy (inc CSR and ESG)
  9. MT/LT Family Risk Priority Survey and Action Plan
  10. Philanthropy and Social Engagement Strategy, Goals and Plans
  11. Assessment of PSE Activities vs 7 Key Areas of Activity
  12. Family Culture, Relationships and Individual Issues Review
  13. Business and Family Succession Plans
  14. Next Gen Educational Programmes: Strategic Career Pathing, Mentoring, Educational plans
  15. Family Education and Development Programs, inc Legacy Planning, Director Training, Networking Strategy
  16. Wealth Structuring Plans, inc. Tax Residency, Domicile and IHT
  17. Role and Objectives for Non-Family Members in Key Positions
  18. Preparation for Major Strategic Events or Transactions in Family and Business
  19. Review of Family Constitution and Other Major Documents and Policies
  20. Assessment of Applicable ‘Best Practice’ and ‘Next Practice’
    1. Annual Priorities from Family Legacy Strategy and Budget
    2. Family Communications Plan
    3. Annual Calendar with Governance Schedule and Agendae, Social Activities, Educational Programmes
    4. Communications Plan
    5. Supporting Plans for Family Members and Non-Family Members in New Positions in Family, Business and Philanthropic Activity
    6. Family Meeting/Retreat Agenda
    7. Family Business Plan/Budget
    8. Investment Policy Statement
    9. Philanthropic and Social Objectives
    10. Risk Management Priorities and Action Plans
    11. ST Succession – Implementation Plans
    12. LT Succession – Development Plans
    13. Actions from Generational Transition and NxG Education Plans
    14. Family, Family Member, Family Office, Eco-System Review (inc non-fin metrics) vs Objectives
    15. Annual Performane Review and Compensation/Bonus Payment
    16. ST Family Risk Priority Survey
    17. Family, Investment and Business Board/Governance Assessment and Development Plans
    18. Annual Family Leadership and Member Performance Enhancement Discussions and Education/Development Plans
    19. Priority Actions on Culture, Relationships and Individual Issues
    20. Plans for Specific Events of Significance
    21. ‘Fire Drill’ Checklist for Unexpected Transitions
    22. Celebration Dinners and Other Fun Events
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