Family Governance

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The unique mix of personal dynamics, business strategy and financial legacy can create a complex environment that makes decision-making a challenge. As your family grows, a family governance structure is essential to managing wealth today and for future generations.

From educational programs to family meetings and philanthropy planning, we’re here to help build and continuously refine a connected and shared purpose for your family.

We’ll meet with you to broaden thinking beyond short-term investment returns and toward identifying what distinguishes your family from others. Through our discussions, we’ll define your shared beliefs and the value of creating a common vision, as well as identify the risks associated with not engaging in these activities.

Topics we address:

  • Family Goals and Missions
  • Roles, Responsibilities and Participation
  • Communication, Decision-Making and Conflict Resolution
  • Leadership, Boundaries and Accountability Measures
  • Next-Generation Education

We’ll develop a fully customized plan for your unique situation – one that accounts for your entire family and sets the stage for long-term success.

Let’s talk about keeping your family together. If you have any questions about family governance, or anything at all, give us a call.

We’re here to guide you

Investment decisions are highly personal. Frost is here to help you navigate them and make smart, informed choices about your finances. To speak with a wealth advisor, call the number in your region:

(512) 473-4800

Corpus Christi 
(361) 844-1051

(214) 515-4822
Fort Worth
(817) 420-5222

(409) 770-7152

(713) 388-7869
Permian Basin
(432) 617-1312

Rio Grande Valley
(956) 668-3065

San Antonio
(210) 220-4363
San Marcos
(512) 393-5637