These are samples of actual documents used by families and family businesses. These documents have been edited and reformatted to remove identifying information (except in cases where the family was ok with not doing so), and are presented for the use and review of Family Business Compass members as they create, review or amend their own key documents. These documents may be shared with your family members, executive team and board, but they MAY NOT be distributed beyond those people. They may not be digitally reproduced or republished in any form. Please respect the confidentiality of people who provided these samples and templates.

We thank the following families, companies and individuals for contributing these documents: Bush Brothers & Company, Hussey Seating Company, Ideal Industries, Smith Family Council, Eddy Family Council, Wittwer Family, Clemens Family Corporation, E. Ritter and Company and D’Anne Hurd.