A framework that moves dynastic wealth from instinctive rule-of-thumb to codified operating system. At its core sits a charter or constitution, drafted after marathon workshops that surface unspoken expectations about stewardship, succession, risk appetite, and social capital. Voting protocols, conflict-resolution paths, and thresholds for liquidity events take written shape so future generations inherit both assets and an agreed method for disagreeing.
Family councils, often structured like miniature boards, convene on a calendar that echoes corporate cadence—complete with agendas, minutes, and performance dashboards that blend portfolio metrics with softer indicators such as education milestones and philanthropic reach. The result is a governance lattice that channels personal ties into institutional resilience, letting capital breathe across decades without being suffocated by either entitlement or rivalry.
