Goodwill Toward
Making a Will
Pass on the wealth of your assets to your heirs correctly and as you intend. There is no such thing as "too soon".
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Family Constitution
The family’s rules and agreements on each member’s role in the business, so the family business lasts from generation to generation.
What is a family constitution?
A family constitution (or family charter) is the family’s rules and agreements that outline the roles family members play in the business. It is not a will or a contract, but an agreement to make the family business sustainable from generation to generation. It guides how the family business is governed and shows the family’s core values, vision and commitment to the business.
Putting these agreements in writing creates clarity within the family, reduces misunderstandings and helps the family business succeed. This is especially valuable for families who run a shared family business, keeping it sustainable and able to pass success on to the next generation.
Drafted together as a family
A family constitution should be rules that everyone accepts, so it must be prepared jointly by the family members, based on an understanding of each member’s needs. Advisors may help set the guidelines and run workshops that give everyone the opportunity to discuss and share opinions.
Interested in consulting on a family constitution
Please submit the form. We will contact you and make an appointment to plan accordingly.
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