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What is family governance?

Family governance is the process of constructing a shared vision and purpose for a family’s financial assets, together with a regular rhythm for communication and decision making. At best, its creation involves the participation of family stakeholders, collectively aligned.

This practice helps families to flourish through economic challenges and generational change – fostering the promotion of family unity, communication and effective decision making.

Why do you need it?

Practically speaking, family governance is beneficial if you:

Have a company that you intend your children to own or manage
Have any other assets, such as holiday homes or portfolios, that you intend your children to own together
Have a family office or plan to have one
Plan to sell your business
Have a family foundation

How can you get started?

The following resources can help you kickstart your family governance journey.

Teaching children about wealth

Harnessing expert insights, this guide explores how best to educate children about finance and the concept of value.

Good practices for family meetings

Regular family meetings provide a forum to discuss a wider range of topics. Keep these get-togethers on track with our best practice tips.

Family governance self-assessment

Use this questionnaire to identify what’s most important to your family. This will help you prioritise subjects to address in family meetings.

Creating a family strategy

In the next ten years, what would success look like for you and your family? This document will help you cultivate strategies for your vision, values, purpose, and family governance.

In the next ten years, what would success look like for your family?

CONTACT US

How J.P. Morgan can help you

At J.P. Morgan Private Bank, we’ve spent over 150 years advising families across the globe, helping them realise the full potential of their wealth.

Start aligning those ideas with one of our expert advisors. Whether it’s planning, office arrangements, stewardship or succession, our team of dedicated experts stand ready to assist you.

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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.

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