We save founders’ time and legal fees through early consideration of the most important options and issues for family bank trust language. We present options, discussing the impacts of each, to help founders make decisions before meeting with an attorney to create the trust.

Our agents meet with you to introduce you to the family bank. Then we learn about your goals and needs for your family bank. From there, we develop a custom plan to support you in creating your bank.

From the trust agreement, we create a charter which summarizes the rules that govern the family bank. The charter clarifies the founder’s wishes for the bank. It sets expectations for how the bank operates and becomes an easy-to-use daily reference for your board.

We create a custom plan with messages designed for each member of the family. We suggest what to say to family members to help shift attitudes toward family bank support. We create a suggest timeline of communications to bring clarity of the sequence and actions. Following a communication plan builds confidence in the family bank and can prevent some hurt feelings or confusion.

We lead educational sessions to prepare your board members to become the leaders of your family bank. The board members will learn how to operate the bank and how to work together to make key decisions. Our consultants act as advisors to your board as they learn their roles.

We create family bank websites so that your family can learn about and use the family bank. Our websites come with a content library to educate your family. We’ll customize your site with family photos and create a calendar for events. To help future generations get to know you, we’ll write a biography about you to be featured on the website. Description goes here

We offer customized yearly engagement plans to encourage values of stewardship and accountability. Our consultants will train your family leaders to become effective mentors for the rising generation. We offer courses and materials that you can use to encourage Family Bank values such as thrift, hard-work, gratitude, and accountability.

We show you and your board easy-to-use, third-party tracking systems for loans in repayment. The system can send payment reminders and facilitate automated electronic payments so your family can stay on track with their family bank loans.

We help the board create a custom report to show the progress of the family bank, including investments, requested and outstanding loans, repayment status, and financial health of the bank. The report also previews the board’s upcoming decisions needing to be made for the coming year.

Once your bank is set up, we’re still here to assist as you need. We can help with creating annual reports, promoting your family bank through fun events, planning future investments, providing additional training, and much more.