Key Questions for your Family Business Charter

A family charter is an important guide to ensure that a family business and its members are aware of what’s expected from each member, as well as the rules that will guide them. A family charter will assist in governing the organization, solving problems, resolving conflict and making decisions. Additionally, a family charter may consider succession – who will take over leadership – as well as who is allowed to govern the family business. For these reasons a family charter will require honest and thoughtful conversations to truly serve the family and the business. 

This video covers the important steps in creating a Family Charter and how to keep your family charter relevant. If you would like more in-depth information on how to set up a family business Charter or would like help in any other aspect of running a family-owned or closely held business, please contact us.


0:00 Hello, today were going to talk a little bit about the value of a family charter.

Lisë Stewart is Principal-in-Charge of EisnerAmper’s Center for Family Business Excellence within the Private Business Services Practice. Lisë has experience in organizational development, strategic planning and training, and human performance management.

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