An Advanced Approach to Family Governance, Leadership and Succession

• Family Definition, History, Expected Evolution and Challenges Arising To download, right-click on the link above and select “Save link as…”
• Statement of Family Purpose, Vision, Values and Guiding Principles To download, right-click on the link above and select “Save link as…”
• Typical Governance Structures To download, right-click on the link above and select “Save link as…”
• Approaches to Family Board vs Business Board To download, right-click on the link above and select “Save link as…”
• Full Family Constitution (short and long forms) To download, right-click on the link above and select “Save link as…”
• Approach to Family Member Roles, Rights and Responsibilities To download, right-click on the link above and select “Save link as…”
• Guide to the Family Council: Objectives, Council Membership Structure and
  Qualifications, Meeting Schedule, Supporting Committees and Advisory Board To download, right-click on the link above and select “Save link as…”
• Job Description of Chair of the Family Council To download, right-click on the link above and select “Save link as…”
• Role and Selection of Independents and External Advisors To download, right-click on the link above and select “Save link as…”
• Agenda for the Family Meeting and Family Social Schedule To download, right-click on the link above and select “Save link as…”
• Checklist of Leadership Success Factors To download, right-click on the link above and select “Save link as…”
• Diagnostic and Plans to Address Family Culture, Communications, Relationship and
  Individual Issues To download, right-click on the link above and select “Save link as…”
• High-level Approach to Generational Transitions and Leadership Succession To download, right-click on the link above and select “Save link as…”
• Preparing for the Unexpected: Unplanned Transitions and the ‘Fire Drill’ To download, right-click on the link above and select “Save link as…”
• Family Office Objectives, Structural Alternatives and Leadership Model To download, right-click on the link above and select “Save link as…”
• NextGen and Family Education program To download, right-click on the link above and select “Save link as…”
• Family Member Annual Performance Review and Professional Development Program To download, right-click on the link above and select “Save link as…”
• Full Document Architecture To download, right-click on the link above and select “Save link as…”
• The ‘Fire Drill’: Checklist for Unplanned Events and Unexpected Transitions To download, right-click on the link above and select “Save link as…”

Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times

• Family Governance and Leadership