Preparing younger generations to undertake key roles when you are gone is important. Charter Trust will help your family develop a support team of family members and professionals. Along with providing ongoing mentoring to the younger generations and key integration with the elders, we will help assign roles, reduce future risks and help carry out the vision and mission of the family.
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Prepare younger generations to undertake key roles in the future
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Develop and support team of family members and professionals
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Ongoing mentoring for younger generations
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Help assign and identify roles to be assumed
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Reduce risk, help in the creation of proven leadership allowing for smooth generational transfer
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Work with family on selection of chairperson
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Coordination and facilitation of family meetings
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Work with family on development of a vision statement
