Family Governance Workshop
A facilitated full-day session for family shareholders to establish decision-making rules, meeting rhythms, and conflict-resolution protocols before ownership changes begin.
Purpose
When share transfer discussions begin without agreed governance rules, every decision becomes personal. This workshop gives family shareholders a shared framework for how they will meet, vote, resolve disagreements, and communicate with operating management — before specific transfer terms are negotiated.
Included
Pre-workshop interviews with up to six participants, a customised agenda, facilitation of a six-hour session, and a written summary of agreements reached. Topics typically cover family council formation, voting thresholds for major decisions, employment policies for family members, and dividend distribution principles.
Preparation required
Participants should block a full day without operational interruptions. The founder or chair should circulate the workshop purpose to all attendees at least two weeks in advance to reduce surprise and resistance.
Outcome
Families leave with documented governance principles — not binding legal instruments, but a reference document that informs subsequent legal drafting and reduces recurring arguments about process.