If it isn't written down, it doesn't exist.

We will help guide you through it.






Good governance is provided through documents which give the business family:

  • definition (identity)
  • direction (where are we going?)
  • discipline (how do we get there?)

These documents make up the family charter, just as the business has its Bylaws. Which of the following do you have? Which do you need? Which need updating? We will guide you through the process!


A suggested list of family governance documents:

□   Family Values Statement

□   Family Mission Statement

□   Definition of Family

□   Family Vision Statement

□   Family Vision for the Company

□   Strategic Plan or Road Map


□   Family Employment Policy

□   Family Director Policy

□   Redemption Policy

□   Dividend Policy

□   Transfer Policy

□   Philanthropy Policy

□   Owners’ Rights and Responsibilities

□   Family Council Committee Structure

□   Communication Protocols

□   Annual Meeting Attendance Policy

□   Pre-nuptial Agreements

□   Estate Planning Guidelines



Our expert advice will help you develop the various documents to guide the interactions between the family, the owners, and the business.



"Positive family interaction leads to greater cohesion” Zabriske and McCormick.  Let us support your annual or semi-annual business meetings with fun-filled family gatherings, and employee and board interactions.

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With a deep background in education and curriculum development, we offer advice for developing a family education program. We also provide hands-on workshops for all members of the business family from 5 to 99.



Transparent, open communication through clearly defined protocols links the family, the ownership, and the business together. We are here to help you analyze and strengthen your communication network.