Family Governance Facilitation

Preserving Wealth, Values, and Harmony Across Generations

We help families build lasting legacies by facilitating intentional communication, decision-making structures, and multigenerational alignment.

Why Family Governance Matters

Family wealth isn’t built on legal structures alone—it’s designed through intentional conversation, thoughtful planning, and strategic alignment across generations.

At Financial Planning By Design, we guide families in crafting their own Family Wealth Blueprint—a custom framework that clarifies shared values, defines roles and responsibilities, and facilitates transparent, meaningful communication.

It’s not just about keeping wealth intact—it’s about preserving relationships, protecting decision-making, and preparing the next generation with wisdom, not just assets.

Your family deserves more than documents. You deserve a process that brings clarity, connection, and purpose to your legacy.

Who It’s Designed For

Family Governance is ideal for families who want more than asset protection—they want intention, clarity, and a cohesive path forward.

This offering is designed for:

  • Families with $10M+ in net worth seeking to protect relationships as much as wealth

  • Multi-generational families preparing for succession and next-generation involvement

  • Households with complex trust structures, operating businesses, or multiple entities

  • Families who value facilitated conversations around purpose, stewardship, and legacy

  • Ultra-affluent families ($25M+) looking for Virtual Family Office coordination with an emphasis on family alignment

Whether you're preparing , navigating blended family dynamics, or simply want to ensure the next generation is ready—we help you design the conversations that matter most.

How It Works

We offer Family Governance as part of our Full-Service engagements or as a focused standalone service for families seeking deeper alignment.

Every engagement is personalized, but our signature framework includes:

1. Family Discovery & Vision Design
We begin with guided conversations to uncover values, goals, and relationship dynamics. This phase is all about listening—so we can understand what matters most to each family member.

2. Blueprint Mapping
We create a visual framework outlining roles, responsibilities, communication norms, and decision-making structures. This becomes your family’s governance blueprint.

3. Family Meeting Facilitation
We plan and lead strategic family meetings—creating a safe, productive space for generational conversations. Our goal is to build understanding, trust, and alignment.

4. Advisor Coordination
We collaborate with your estate attorney, CPA, and other advisors to ensure family decisions are reflected in the legal and financial structures.

5. Ongoing Support & Family Meeting Facilitation
Family governance isn’t a one time event. As your family evolves, your Blueprint should too. We provide ongoing guidance, facilitate annual family meetings, and help revisit key decisions to ensure your values, relationships, and strategies stay aligned across generations.

This process isn’t about rigid rules—it’s about creating thoughtful systems for communication, responsibility, and shared purpose.

Our Family Governance Services Include:

✔️ Personalized Family Blueprint Development
We help you articulate your family’s shared vision, values, and priorities—then translate them into a clear, working framework for decision-making and stewardship.

✔️ Facilitated Family Meetings
From agenda creation to meeting facilitation, we guide productive conversations that foster trust, clarify roles, and support collaborative decision-making across generations.

✔️ Roles, Responsibilities & Structures
We help define who’s responsible for what—whether it’s leadership in the family business, stewardship of philanthropic goals, or guidance for rising family leaders.

✔️ Communication Strategy
We support the development of transparent, respectful communication pathways so family members feel heard, informed, and aligned.

✔️ Education & Empowerment
We provide foundational learning and guidance tailored to each generation—helping the next generation grow into thoughtful stewards, not just passive recipients.

✔️ Ongoing Support & Evolution
We revisit and evolve your Family Blueprint as your goals, assets, and family dynamics shift—ensuring your strategy stays intentional and in sync over time.

✔️ Advisor Coordination
We work alongside your existing attorneys, CPAs, trustees, and advisors to ensure your family’s governance strategy is seamlessly integrated across legal, tax, and estate structures.

Ready to Strengthen the Ties That Hold Your Legacy Together?

Let’s begin with a private consultation to explore how Family Governance Facilitation can support your family’s wealth, values, and vision—through a Blueprint designed with intention.