Joint rules and processes for the future. Developed together, decided by the family.
A family charter helps an enterprising family define joint rules and processes for crucial questions that will come up in the future. It is often easier to discuss abstract rules before specific roles have to be filled.
Six questions every enterprising family needs to answer, ideally before they become urgent.
Working with your family or with a work group of 6 to 8 people, we guide you through asking the right questions and discussing potential answers. The final decision always rests with you.
A charter process works best with a dedicated work group of 6 to 8 family members. We help you compose this group so that different generations, branches, and perspectives are represented.
Adding knowledge from research as well as from other enterprising families, we highlight the pros and cons of possible answers. Each question is discussed openly. Each option is tested against your family's reality, not against theory.
The final decision which answer your family wants to implement rests with you. It is your family that at the end of this process has to follow the self-imposed rules and processes. We make sure the result fits both your family and your business.
"It is often easier to discuss abstract rules and processes before specific roles have to be filled."
Whether you are starting a charter process from scratch or revisiting one that needs updating, we are here to listen first.
Write to us