Family governance built around your values.
For parents who want their children to inherit judgment, not just money, values are the thing most plans leave out. We write yours down and build the meetings that keep them alive.
Get startedAt a glance
- Your values and decision rules, written
- Standing family meetings your advisor runs
- Documented for your children to read
Family governance is one of seven areas the Age Five Family Office coordinates for your family. Every major family decision is documented in your FamilyKnowledge® Library, so the thinking behind it is there when your children are old enough to read it.
The difference is not love. It is whether your values are written down and practiced, or just hoped for.
Most families
- Assume the values will pass down on their own
- Talk about money only when something goes wrong
- Leave the estate plan to a lawyer and stop there
- Have no family meeting, agenda, or record
- Nothing written down for the next generation
Age Five
- Write your family's values and mission down
- Meet on a set cadence, with a real agenda
- Turn each decision into a lesson your kids can read
- Prepare children early, not at the reading of a will
- Every major decision documented in your FamilyKnowledge® Library
Family values and mission, documented
Your guiding values and mission written down, so decisions have something to point back to.
A written family constitution
The rules your family uses to make decisions together, captured and kept current.
Facilitated family meetings
Standing meetings with an agenda your advisor brings, so governance becomes a habit.
Decision rules and family roles
Who decides what, and how, written down before it is tested.
Next-generation preparation
Children prepared to handle wealth early, across values, character, and knowledge.
Coordination with your estate plan
Your governance tied to your wills, trusts, and the rest of your plan.
Define
We draw out your family's values, mission, and what you want to pass down.
Document
We write your constitution and decision rules, in language your children can read.
Practice
We run your family meetings on a set cadence and keep the record current.
What each service model typically includes. These describe general service models, not specific firms.
| A typical estate attorney |
A typical family office |
Age Five Family Office |
|
|---|---|---|---|
| Your family constitution, written iYour family's mission, values, and the rules you use to make decisions together, captured in writing. | – | ✓ | ✓ |
| Ongoing family meetings iStanding quarterly meetings with an agenda your advisor brings, so governance becomes a habit. | – | ✓ | ✓ |
| Wills, trusts, and guardianships | ✓ | ✓ | ✓ |
| Built for families before $50M in net worth | ✓ | – | ✓ |
| Age Five Wealth Education for your children | – | – | ✓ |
| A documented FamilyKnowledge® Library your children can read | – | – | ✓ |
