Family Charter Review
Reviewing a family charter already drafted and how complete its sections are, in a detailed report with recommendations.
This service reviews and develops a family charter already drafted, helping family businesses produce high-quality charters that prevent disputes and checking the charter covers everything the family and the business need to last, with a final report rating how complete each part is, and the proposals and recommendations needed.
Objectives
- Preventing disputes
- Setting values and principles
- Guiding the passage between generations
- Stronger family governance
Procedures
An existing family charter
Checking each clause is complete
Consulting the Center’s experts
The Center’s report
Discussing the findings with the business’s representativeOptional
Outputs
- A detailed final report rating how complete each part of the charter is.
- The proposals and recommendations needed.