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Fidelity and Renewal Review
Examine what has remained faithful, what has drifted, and what must be renewed — so the family can adapt without losing what it has agreed should endure.
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Families that never revisit their stated purposes discover the drift from those purposes too late.
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What has remained faithful? What has drifted? What requires renewal?
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Every three to five years, or following any significant disruption.
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A facilitated assessment of whether purpose, governance, and stewardship remain adequate.
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Whether to affirm existing structures, adapt them, or undertake fundamental reconsideration.
The Questions
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Foundational Practice Cases
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Case III · Governance Architecture
Meridian Family Office
What kind of institution the family had created, and whether the governance structure was adequate to govern it on behalf of all it served.
Begin
Begin with a confidential conversation.
A first conversation explores the decision or transition your family is facing, the expertise already in place, and the questions that remain yours to answer.
All conversations are confidential. EDP does not share information about families who reach out, whether or not an engagement follows.
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