THRIVE - a wellbeing framework for family governance




Valerie Remoquillo-Jenni, an independent family governance advisor based in Zurich, shares her insights on building family governance on individual needs and family wellbeing. Family governance is a family-driven process to create formal and informal mechanisms that articulate and act upon shared goals. Wellbeing can be on the agenda of various family forums, such as at a family council meeting or an annual retreat. Once priorities are set, the family can commit resources to specific wellbeing measures. Translating findings on family wellbeing into governance actions can take different forms. Wealth can mean different things to each family member, who may derive various benefits but also responsibilities or burdens. Reaching a consensus on the purpose of wealth will enable cohesive and sustainable wealth planning.

Blog original source: https://www.centrolaw.ch/en/insights/detail/centro-law-guest-series-thrive-a-wellbeing-framework-for-family-governance


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