Family Governance & Education
Our Family Governance and Education Advisory Services provide you with the guidance and tools you need to support your family with managing their wealth. This includes planning and implementing the communication, education, and family alignment processes that support next-generation engagement and stewardship, values-based decision-making, and ongoing family success and continuity.
Unlock the Full Potential of Your Family’s Wealth
Successful families have goals, questions and concerns in common when managing substantial wealth. Through our Endure program, families can ensure that their values, vision, and legacy have continuity across generations.
COMPREHENSIVE FAMILY GOVERNANCE PLANNING
Family Governance Structures
We advise on tailored governance frameworks that align family values with wealth-related decisions, including helping families establish structures and define processes that build cohesion and support family objectives.
Communication Planning
We advise on how to navigate important family wealth conversations, including offering strategies and case study examples on how to prepare for family discussions on topics such as trusts and business transitions.
Strategic Decision-Making
We advise on effective decision-making frameworks about wealth that consider both individual and shared family values, wealth preservation objectives, and goals for maintaining family harmony.
PERSONALIZED ADVISORY SERVICES
Family Perspectives 360
We offer an in-depth interview and goal discovery process to gain an understanding of the family’s most important wealth priorities and then design an action plan reflective of the family’s desired future state.
Family Meetings & Workshops
We provide continuous advisory services to adapt and refine strategies as the family’s needs evolve, including help with the design, planning, and implementation of family meetings, education workshops, and retreats.
Tailored Roadmaps
We develop customized plans to guide the development and implementation of family governance strategies such as how often to meet and how to make decisions. We also advise areas such as family employment policies, family loan policies, and shared vacation home policies.
EDUCATIONAL EMPOWERMENT PROGRAMS
Next-Gen Coaching
We offer coaching programs designed to inspire, empower, and prepare younger family members for future leadership roles within or outside of the family wealth enterprise.
Financial Education
We craft personalized education programs that provide unique learning experiences and empower family members with the knowledge to make informed financial decisions with competence and confidence.
Philanthropic Education
We advise on establishing, managing, and participating in charitable initiatives that incorporate and reflect multi-generational family values.
Family Governance & Education
Exclusive Providers
Arne Boudewyn, Ph.D.
Family Governance and Education Advisor
Insights Squared Consulting Group
Nancy Amick, Ph.D.
Family Governance and Education Advisor
Insights Squared Consulting Group