Let your family values drive your family wealth and legacy planning
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.
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:
Let’s take this discussion to a more personal level.