Why narrative governance
BEST PRACTICES
STRUCTURE
The missing pillar
Families of wealth commonly implement structures for management, legal, investments, and philanthropy. Yet they often overlook narrative as an equally integral practice to ensure essential family wisdom is preserved and succession risk is mitigated.
We work closely with your family office or advisory team to create a narrative governance program that supports and aligns with your existing disciplines, and captures critical insights for the next generations.
TIMING
Made to move with your life
Succession can feel far in the distance until it doesn’t.
Unanticipated business or personal events can quickly demand that children are ready to lead, or even reframe your own priorities.
To ensure continuity of wisdom in any circumstance, we designed our Narrative Assets to be built in discrete segments, and produced as quickly as needed — serving as an on-demand resource for successors assuming the job at any stage.
CADENCE
Stewardship of your stories
Just as your investments are patiently constructed and periodically rebalanced, so is your Narrative Portfolio.
While production can commence at any time, the ideal development approach follows a regular rhythm. Keeping to this cadence creates ample space and opportunity to reflect and gain clarity on what needs to be added or updated.
