Family Bank Charter, a founding document
Sample Family Bank Charter
A Charter…
Spells out the rules and regulations for a Family Bank based on the trust agreement set up by the bank founder.
The charter can be referred to when there are questions over bank procedure and the charter is accessible to all family members. To make a charter, we look closely at the trust provisions and translate them from legal language into plain language.
Charter Process
Share your trust with us, and let us do the rest!
We take the complicated legal language of the trust and break it down. We simplify the language of your trust so your family can quickly reference the provisions you created for the bank. All you need to is share a copy of your agreement and review the final result.
Request a consultation
scott@family-legacies-consulting.org
612-859-4149