What is a ‘Family Dynasty’?
This is a concept that is not as well understood as it should be. Because these structures serve the wealthiest members of our societies, good design is absolutely critical. Mistakes can be very expensive.
Unfortunately, in my experience, imperfect design is more common than it should be. To help address this, I’ve created a new video tutorial covering the essential considerations for effective family dynasty design. You can watch it for free here.
Additionally, I’m offering to share a sample family constitution. While this document is not a template, I hope it will provide valuable insights and help clients think through crucial aspects of their own family governance. If you’d like a copy of this document, please contact me.
(Thumbnail image credit: Carfax2/Wikimedia Commons)