Stewarding Legacy & Wealth · Monograph VII

The Family Constitution

Writing Down What the Family Actually Stands For

Abisola Oladapo, CoreLoop Institute · SLW-007 · Published

Navy cover of Stewarding Legacy & Wealth Monograph 7, The Family Constitution

Executive summary

A family constitution is the foundational document that articulates a family's purpose, values and the principles that govern employment, succession, philanthropy and conflict resolution — written specifically enough to guide a real decision. This final monograph presents the Constitution Pillars™, the Values Articulation Framework™, the Conflict Resolution Ladder™ and the Family Constitution Maturity Model™.

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Founder’s Note

One of the questions I hear most often from families in the middle of a difficult disagreement is deceptively simple:

What do we actually agree on here?

My response is usually another question:

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CoreLoop Advisory provides strategic, organizational and implementation advisory. We do not provide legal, tax, investment-management, accounting or fiduciary services, and we work alongside your family's qualified professional advisors.

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