EDISON FAMILY OFFICE SERVICES · PRESERVE
Family Governance
Agreed ways for a family to make decisions together, across generations.
WHAT IT ACCOMPLISHES
Agreed ways for a family to make decisions together, across generations.
Family governance gives a family with shared assets or a shared business a structure for decisions: who participates, how disagreements are handled, and how the next generation is brought in. It preserves relationships as carefully as it preserves wealth.
THE CONTINUITY MODEL · PRESERVE
Does your current plan reflect your goals, your family, and your legacy?
WHAT THE WORK TYPICALLY COVERS
- Family constitutions and charters
- Family councils and decision rights
- Policies for shared assets and the family business
- Preparing the next generation for responsibility
GO DEEPER
- Generational Wealth PlanningDevelop strategies for preserving, managing, and transferring wealth from one generation to the next.
WHO THIS IS FOR
People, not legal categories.
EDISON FAMILY OFFICE SERVICES
Coordinating the people who protect your legacy.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
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NEXT STEP
Agreed ways for a family to make decisions together, across generations.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.