Family Governance

Family governance can serve your family as a system, a process and a tool. As a system, it can manage family members’ competing and interrelated interests. It can define roles, set boundaries, and support the family’s collective vision. As a process, it can help your family make decisions based on a shared sense of values. As a tool, it can help your family recognize and manage specific family, and wealth dynamics.

Every family contains smaller groups that have both overlapping and competing interests. Effective family governance systems serve, manage, and balance those interests. As you build a family governance system, be aware of each group’s roles, objectives, and concerns. Individuals and groups feel included when you consider their needs.

At Riverside Wealth Management we work with our clients and their heirs. We help our client’s pass down their core values and develop a positive relationship with the terms of their governance system and their money.

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