Family Governance
Crafting tailored family governance frameworks to aid families in effectively managing wealth, succession plans, and asset management.
Nurturing Your Legacy
Family governance is essential for safeguarding wealth, promoting shared values, and fostering unity. It encompasses establishing a decision-making framework, effective communication, and relationship building. Whether through formal policies or family meetings, our services facilitate discussions, resolve issues, and align on key decisions, ensuring a legacy of prosperity.
Building Strong Foundations
Our Family Governance Services offer a suite of specialized offerings designed to fortify your family’s financial and relational foundation. Through a comprehensive array of services, we provide the tools and expertise necessary for effective wealth management, succession planning, and cultivating a lasting family legacy.2
- Family Constitution Development — Craft a unique constitution that captures your family’s ethos, guiding future generations in decision-making and legacy building.
- Meeting Facilitation — Strengthen family ties with professionally facilitated meetings, encouraging open discussions and collective decision-making.
- Succession Planning Assistance — Ensure a seamless leadership transition with our custom succession planning services, preparing the next generation for their roles.
- Financial Education and Training — Enhance financial literacy within your family, equipping members with the knowledge for prudent wealth management.
- Governance Policy Implementation — Establish clear governance policies to improve decision-making transparency and accountability, securing your family’s prosperity.
- Governance Policy Implementation — Establish clear governance policies to improve decision-making transparency and accountability, securing your family’s prosperity.
— Liz M.
“The values and philosophy of how a business treats clients and makes decisions comes down from the top, and everyone serves with integrity, compassion, and knowledge. I’ve never seen anything like it.”
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Experience personalized wealth management extending beyond investments and trusts, meticulously tailored to achieve your distinctive goals with precision and expertise.
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Trust and Estate
Benefit from expert trust and estate planning solutions meticulously crafted to preserve, manage, and seamlessly transfer your legacy with unparalleled care and expertise.
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Philanthropy Solutions
Receive tailored assistance in creating and overseeing charitable initiatives that resonate with your family’s core values and aspirations.
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Investment Management
Our approach integrates personalized asset allocation, investment selection, and portfolio management, all designed to align with your financial objectives.
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Ready to learn more? Let’s have a conversation.
Discover how our personalized family governance services can assist and enhance your family’s financial future.
Personal and Commercial banking services offered through First Western Trust Bank, Member FDIC.
Wealth Management and Investment services are Not a deposit, Not guaranteed by the Bank, May Lose Value.