Sample Family Meeting Agenda -

Sample Family Meeting Agenda

September 1, 2020

Hosting a Productive Family Meeting: Sample Agenda

  • Breakfast Buffet (everyone is in a better mood after a good meal!)
  • Welcome Remarks and Introduction (this can be done by the matriarch or patriarch of the family, or by a trusted advisor who is there to help organize the meeting and facilitate the discussion).
    • Welcome everyone to the meeting.
    • Provide an overview of the purpose of the meeting:
      • To help formulate collective goals.
      • To review the financial picture of the family.
      • To review and discuss family priorities, including financial and personal.
      • To discuss proposed changes to goals, investment plans, business plans, philanthropic plans, and family governance.
  • Purpose, Values, and History
    • What do I value? What does the family value?
    • What do we each want from life, family, and our individual careers?
  • The Family Business (for those families who have a family-owned business)
    • Financial Overview of the Family Business.
    • Major changes or updates to the operations or structure of the business.
    • Anticipated changes, if any, the the family business.
    • Review of current corporate governance, and any proposed changes.
  • Investment Plans and Progress
    • Overview of current asset allocation and asset location (i.e., in which legal entities are assets held).
    • Review of portfolio performance.
    • Discussion of changes to goals or investment strategy.
  • Philanthropic Plans, Family Foundation and Charitable Trusts
    • Review of current philanthropic initiatives.
    • Review of finances of foundation, donor-advised funds, and charitable trusts.
    • Discussion of plans for philanthropic giving, including:
      • Defining the causes that the family aims to support.
      • Determining the total budget for philanthropic giving for the upcoming year.
  • Open Forum
    • Creates an opportunity for any family member to voice questions or concerns.
  • Plan Next Family Meeting
    • Where will it take place?
    • When will it be held?
    • Who will be responsible for organizing and planning the meeting?


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