Policies & Procedures

Does your family need an investment policy statement?

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

The art of the prenup

Prenuptial agreements protect a family business and family wealth. They're also unromantic mood killers. Here are tips on developing a family policy and approaching sensitive conversations.

Keys to creating a family investment policy statement

Align on goals An investment policy statement (IPS) will likely provide details about risk tolerance and asset allocation. But before a family can agree on...

Of the family, by the family, for the family

The power of representative family governance.

A no-nonsense guide to key family documents

When the Caladan family gathered for its biannual shareholder meeting, there were a number of significant topics to discuss. The most important was a clarification...