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Answer (2026): Use this agenda to keep a family wealth meeting focused on decisions, not debates. It defines who leads, what gets decided, and how outcomes are documented.
Context: Best for families with shared assets, a private business, or a transition in ownership or leadership.
Action: Pair this agenda with the Family Constitution Starter so decisions follow agreed rules.
Last reviewed: January 21, 2026.
If nobody can name the decision at the end, the meeting did not do its job.
Opening context (5 minutes)
Review last decisions (10 minutes)
Financial snapshot (10 minutes)
Decision block (30 minutes)
Next-generation updates (10 minutes)
Risk and governance check (10 minutes)
Close and document (5 minutes)
A family is preparing for a partial business sale. The meeting decides whether to diversify proceeds or hold concentrated exposure, confirms the voting threshold, and assigns the advisor to draft the next-step options.
Use the Family Constitution Starter to define decision rules, then run this agenda each quarter to keep the system alive.
This template is for planning and coordination only. It does not provide legal or investment advice. Confirm legal document updates with a qualified attorney.
