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Sample Family Meeting Documents

Writer's picture: Heather IsidoroHeather Isidoro

At our recent Tom Deans event, we had an insighful conversation about the importance of Family Meetings.


As a follow-up, we are pleased to offer you a complimentary sample of a Family Meeting Agenda and Family Meeting Guiding Principles to help guide expectations about what the process can look like. An Agenda like this is used to navigate these important conversations and can be customized to fit your family’s unique needs.


We’re here to help support your journey toward thoughtful, successful family governance.

If you’re interested in learning more about how we can assist with your planning, please don’t hesitate to reach out by contacting one of our Advisors today.






 

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