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Governance Architecture

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Governance Architecture

Translate the family's decisions into clear roles, forums, authorities, and accountability — before conflict makes the design urgent.

The challenge it addresses

Families accumulate authority and decision-making patterns without ever explicitly designing them.

The family question

Who decides what, at which level, with what documentation and accountability?

When it is used

Before inter-generational transfers, as the family office matures, or when governance produces friction.

What the family receives

A complete, explicit design of decision-making authority across all relevant parties.

The decision it supports

The governance structure that all subsequent instruments and decisions operate within.

Where this instrument appears

Foundational Practice Cases

Case II · Generational Conflict

The Alderton Family

The Decision

Whether the family could agree on what the shared wealth was for — and whether that agreement could survive generational transition.

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Case III · Governance Architecture

Meridian Family Office

The Decision

What kind of institution the family had created, and whether the governance structure was adequate to govern it on behalf of all it served.

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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.

See how this instrument is used → Begin a confidential conversation

All conversations are confidential. EDP does not share information about families who reach out, whether or not an engagement follows.