Family Governance Meetings
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When you’ve built significant wealth—whether from selling a business, grinding away hours in your career, or managing generational assets—you know the numbers are only part of the story.
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True long-term success requires more than smart investing or airtight legal documents. It’s about how your family communicates, how decisions are made, and how your values carry forward across generations.
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At In The Money Retirement Planning, we help business owners and Pre-Retirees create a framework for those conversations. Through professionally facilitated Family Governance Meetings, we provide a neutral, confidential space where your family can:
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Clarify shared values and priorities
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Define decision-making roles and responsibilities
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Prepare the next generation for financial stewardship
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Navigate business succession or ownership transitions
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Strengthen family unity while protecting wealth and legacy
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What Family Governance Means for Wealth-Building Families
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Family governance is the structure your family uses to manage shared wealth, business interests, and legacy planning. It moves beyond “what’s in the will” and focuses on how your family works together to make decisions.
For New England families with business or professional wealth, strong governance can mean:
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Creating a family mission statement that reflects your shared purpose
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Establishing regular, productive family meetings
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Building financial literacy in younger generations
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Mapping a clear succession plan for the family business or practice
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Coordinating philanthropy and community involvement
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Establishing fair rules for shared assets such as vacation homes or investment properties
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Why Business Owners & Pre-Retirees Choose Us
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We understand the stakes because we’ve walked this path with other high-achieving families in New England. Our role is to keep conversations focused, constructive, and grounded in financial reality.
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Neutral, fiduciary facilitation – No hidden agendas. We focus solely on your family’s stated goals.
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Experience with entrepreneurial families – We’ve worked with business owners, medical professionals, law firm partners, consultants, and other self-employed individuals navigating complex wealth transitions.
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Structured & confidential process – Every meeting has a clear agenda, respectful ground rules, and strict privacy.
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Integrated financial insight – We understand succession planning, tax strategies, and investment structures, so your discussions are informed and realistic.
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Local perspective – We know the culture, values, and unique economic landscape of New England.
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Topics We Often Facilitate
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Family values & mission – Aligning on what your wealth should achieve for your family and community.
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Communication protocols – How information is shared and decisions are made collectively.
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Preparing the next generation – Teaching younger family members how to manage wealth responsibly.
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Business succession – Mapping the future leadership or ownership of a family company or professional practice.
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Philanthropic strategy – Designing a giving plan that reflects your shared priorities.
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Shared asset management – Setting clear rules for properties, investments, or joint ventures.
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Conflict resolution – Establishing agreed-upon methods to address disagreements before they escalate.
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Our 4-Step Process
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Discovery – Meet with key family members to understand your values, vision, and unique challenges.
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Design – Build a tailored agenda, set ground rules, and clarify objectives.
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Facilitation – Guide discussions neutrally, ensure balanced participation, and keep the focus on agreed-upon goals.
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Follow-Up – Document agreements, decisions, and next steps so progress is clear and actionable.
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A Smart Investment in Family Harmony
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Whether you’re preparing to transition your business, pass on substantial assets, or simply want to strengthen communication before challenges arise, family governance creates clarity and unity for decades to come.
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📞 Contact us today to learn how our process can help your family protect its wealth, values, and relationships—now and for generations ahead.
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