A shared language for wealth.
It fits families who want the next generation prepared for wealth before it arrives — with shared language, regular meetings, and agreed ways of deciding. Family meetings, next-gen education, and governance structures that turn an inheritance into a continuation.
Regular meetings, not an ambush
In practice that means regular meetings with an agenda rather than an ambush, education for the next generation that starts before the money arrives, and written agreements about how decisions get made when the founder is no longer in the room.
The governance is part of the inheritance
Families that build this muscle early are better prepared for the moments that test it — the governance is part of the inheritance, as much as the assets are.
What’s included.
- Family meeting facilitation — an agenda in the room, not an ambush
- Next-generation financial education — understanding before the money arrives
- Family-mission and values articulation — a shared language for the family's wealth
- Trustee selection and advisory boards — advisors the family has chosen deliberately
- Conflict-of-interest and decision frameworks — a written answer for who decides
How it works.
Facilitate the first meeting
You get a structured, agenda-driven family conversation in place of an ambush.
Educate the next generation
Heirs build financial understanding before the money arrives, not after.
Document the governance
The family holds a written answer for how decisions get made when the founder is no longer in the room.
Answers from the practice.
What does family meeting facilitation involve?
A structured, agenda-driven meeting rather than an ambush — covering the family's mission, upcoming decisions, and next-generation education, facilitated by the same team that manages the family's financial picture.
Why start next-generation education before the money arrives?
Because families that build governance and education early are better prepared for the moments that test it. Starting after an inheritance has already transferred leaves less room to build shared understanding first.
Is generational governance work right for my situation?
It fits families who want the next generation prepared for wealth before it arrives — with shared language, regular meetings, and agreed ways of deciding. Families content to let each generation figure it out on their own won't get value from it. A first conversation is how we find out — observations are shared, decisions stay yours.
What happens after I reach out about generational governance?
We start with a conversation about the family — who's involved, what's been discussed, and what hasn't. We review the structures already in place, from meeting rhythms to written agreements, and lay out whether and how the practice can help build the rest.
Coordinate with the rest of the firm.
Concierge Financial
Bill pay, household payroll, and insurance renewals — coordinated so a missed obligation doesn't outweigh the task itself.
Family Office ServicesBill Pay & Reporting
Consolidated reporting across every account, custodian, and entity — so the family and every advisor see the same picture.
Estate PlanningEstate Planning
Trusts and wills coordination, wealth transfer, and charitable planning with estate counsel.
Talk through generational governance.
An introductory conversation is the easiest way to learn whether 755 Financial is the right fit.
Schedule a Conversation