Family Governance and Education

For Exclusive Family Office clients, Aspiriant’s family governance process is custom designed to support each family’s unique dynamics, values and needs as they transition wealth among generations. Our team partners with the family to develop systems for effective communication and collaborative decision making. We serve as a strategic partner, using our wealth management knowledge to connect the technical and personal elements of the process for each family member. Our goal is to create a personalized experience where the family understands key roles and responsibilities while learning, growing and evolving together.

Aspiriant Family Governance Process

The Aspiriant family governance process begins with us identifying and understanding the areas that are top of mind for your family. We then craft a family governance roadmap with you and facilitate a series of family meetings that may include some or all the following:

• Define, articulate, and leverage family culture, values and strengths to create a family mission statement
• Comprehensive mission-aligned cross-family wealth management, asset transfer planning and family succession planning, using trusts, estates and other structures
• Create and implement a management plan to address identified risks the family faces
• Prepare the rising generations of the family by helping them develop personal finance skills and competencies needed to fulfill their roles as individuals and as members of the family
• Understand and leverage the family’s team of advisors within and outside of Aspiriant
• Develop and execute a strategic philanthropic plan to express family values and help achieve the family’s mission