What We Do

Family Governance

A solitary tree in a grassy field at sunrise with fog near the ground and a row of trees in the distance.

At Foundry Wealth Group, our family governance services help you preserve wealth and strengthen family unity by aligning your succession planning with your values and long-term vision. We work with multiple generations to create thoughtful structures that minimize conflict, foster clarity, and ensure your legacy endures with both financial strength and harmony.

What can you expect?

Discovery & Values Alignment: We begin by understanding your family’s vision, priorities, and shared values, laying the foundation for governance structures that reflect what matters most

Family Meetings: We facilitate structured family meetings designed to encourage open dialogue, strengthen trust, and create alignment across generations.

Communication & Education: Our team helps bridge conversations between family members, ensuring objectives and responsibilities are clearly understood while preparing the next generation for stewardship.

Governance Structures: We assist in establishing frameworks, roles, and decision-making processes that foster accountability, minimize conflict, and support long-term family unity.

Ongoing Guidance: Family governance is a journey, not a single event. We provide ongoing support to adapt structures and conversations as family circumstances, dynamics, and goals evolve.