Introduction meeting (30-60 minutes).

During our first meeting, we get to know a founder, learn about their goals and circumstances and introduce them to the Family Bank. We give an overview of our role and explain the next steps towards creating a family bank.

Consultation meeting (60-90 minutes).

In our consultation meeting, we confirm Family Bank objectives and prioritize key action items. We’ll gather necessary financial information and documents, create accounts and schedule meetings with other family bank professionals as needed.

Design Phase (2-3 weeks).

We assist the founder to determine the bank’s starting assets and to identify financial opportunities. The founder selects trustees and/or a bank board.

Implementation meeting (60-90 minutes).

To prepare for the opening of the Family Bank, the founder reviews and signs all financial and legal plans. We support the founder to ensure that Family Bank assets are titled and properly funded. We finish by scheduling trainings for the Family Bank board and by scheduling family meetings.

Training for Family Bank board (2-3 weeks).

We train the bank’s future leaders on the bank operations and how to fulfill their roles.