Family & Board Governance Strategy
The Family & Board Governance Strategy Engagement is a structured advisory and facilitation process for families and philanthropic organizations navigating governance, leadership, or transition.
This work is designed for moments when decision-making feels unclear, roles are evolving, or conversations have become difficult or stalled. The goal is to bring clarity, alignment, and forward momentum—without adding unnecessary complexity.
This engagement helps families and boards strengthen how decisions are made, how responsibility is shared, and how governance supports long-term purpose.
DETAILS
Who This Engagement Is For
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Family foundations, whether newly formed or in transition
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Multi-generational families navigating shared decision-making
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Philanthropic boards or leadership teams
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Collective giving organizations seeking stronger governance
SCOPE OF THE ENGAGEMENT
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Governance and decision-making assessment
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Review of existing structures (bylaws, IPS, committee charters, grant processes, etc.)
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One facilitated half-day working session (virtual or in person)
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Clarification of roles, authority, and accountability
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Development of a governance framework and recommended operating cadence
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A written governance summary and actionable roadmap
duration
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Approximately 60-90 days
