Policies & Procedures

Cracking the code of constructive family meetings

Effective family communication often begins with an explicit code of conduct.

Navigating conflicts of interest on private company boards

Addressing conflicts requires vigilance, transparency and an unwavering commitment to fiduciary duties.

Crafting a family constitution that conveys gravitas

Preston Root, G4 steward of Root Glass Company, explains why it's worth the effort to put together a family constitution — and why the aesthetics of the document matter.

Employment policies: A critical step in family governance

When relatives work in the family business, the consistent application of sound employment policies may not only mitigate legal risk, but also stave off family disharmony.

Does your family need an investment policy statement?

Creating and documenting a policy can help the family make investment decisions.