Family Charter Review
Reviewing your current charter and closing its gaps.
Review and evaluation of family charters that set the principles and values governing relations within the owning family, including ownership transfer, allocation of responsibilities and dispute resolution.
What you get
- A detailed gap report for every clause of the charter
- Proposed wording for amended clauses
- A results session with the family council
How it works
Gathering documents
The current charter, bylaws and council decisions.
Interviews
Meetings with representatives of each generation.
Analysis
Comparing clauses with reference practice.
Recommendations
A report, a presentation session and an amended draft.