Planning tools
Planning tools for family governance
Make the big decisions once, then write them down. These tools help you turn intent into a plan people can follow.
Open Family Constitution Starter
Planning
10 minFamily Constitution Starter
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Guides to keep the momentum
Templates, review cadences, and a clear path for your next meeting.
Family Constitution guide
What to include, how to keep it simple, and where to start.
Read the guideConstitution review cadence
How often to revisit decisions and who should be in the room.
Read the guideFamily meeting agenda template
A ready-to-run agenda that keeps the meeting focused.
Read the guideFamily Office Blueprint overview
See how the full system fits together.
Read the guideWant the full Family Office Blueprint?
We can help you turn these decisions into a living system.
