Drive Family System Accountability

Orchestration of the many instruments - the personalities and capabilities of the family system - is essential to harmonization.

There are few things more frustrating than when families take precious time to process key decisions only to be disappointed by misinterpretations and a lack of follow-through. In complex family systems, there are significant opportunities for misfires of this nature at every turn—family members interfering with decisions once they have been made, lawyers making assumptions about setting up trusts, investors’ interpretation of policy instructions, missed GRAT payments, accountants prioritizing cost over convenience, among so many other team member interactions.  

We drive accountability across the entire family system to support positive forward progress and early issue identification. Our team will:

• Organize proactive, collaborative conversations

• Maintain a calendar of all projects and tasks

• Store key information and documents

• Emphasize standards for productive and efficient meetings

• Coordinate preparation of meeting agendas and reports

• Foster transparent open lines of communication

• Ensure follow up and follow through