A family constitution codifies a wealthy family’s shared values, decision-making processes, ownership structures, and dispute-resolution mechanisms. For ultra-high-net-worth families with shared assets across generations, it provides governance that goes beyond legal documents.
A typical constitution includes the family mission, employment policies, board structure, distribution philosophy, and how new members join or exit. It helps families align around purpose, reduce conflict, and steward wealth responsibly across generations. If your family shares significant assets, a constitution can turn shared values into clear expectations that hold up as the family grows and evolves.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
