Family Governance

Family Governance

We take a holistic, WHY-driven approach to family governance, recognizing that each family is unique. 

Our process is designed to:

  1. Uncover core family values and individual motivations

  2. Establish clear structures and processes for decision-making

  3. Foster open communication and conflict resolution

  4. Prepare future generations for leadership and stewardship

  5. Align family, business, and philanthropic goal

How Do We Achieve These Goals?​

We partner with your family in leading you through seven key components.

Comprehensive Family Assessment​

  • Utilize the WHY Institute tools to uncover individual and collective motivations
  • Conduct in-depth interviews with family members across generations
  • Analyze current family dynamics, strengths, and areas for improvement

Family Constitution Development

  •  Facilitate collaborative sessions to articulate shared family values and mission
  • Draft a comprehensive Family Constitution 

Succession Planning​

  • Facilitate open discussions about leadership transition
  • Develop clear criteria for leadership roles within the family and family businesses
  • Create individual development plans for potential future leaders
  • Establish a timeline and process for leadership transitions

Next Gen Education and Integration

  • Develop tailored education programs for younger family members
  • Create mentorship programs pairing experienced family members with the next generation
  • Connect younger members to the family’s history and values

Conflict Resolution Framework

  • Implement structured processes for addressing family disagreements
  • Provide training in constructive communication and negotiation skills
  • Establish a neutral mediation process for complex disputes

Regular Review and Adaptation

  • Conduct annual family governance health checks
  • Facilitate periodic revisions of the Family Constitution as needed
  • Provide ongoing support and guidance as family dynamics evolve

Family Philanthropy Alignment

  • Facilitate discussions on shared philanthropic goals
  • Establish structures for collaborative giving decisions
  • Create opportunities for next-generation involvement in philanthropy. 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor, 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201. Kawabe Advisory Group, LLC. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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