Family Business Governance Form
Use this form to define how your family business is governed, who participates in decisions, and how meetings, succession, and disputes are handled.
Business and Family Profile
Business Name
*
Industry / Line of Business
*
Business Stage or Ownership Phase
Founding
Growth
Mature
Transitioning Ownership
Succession Planning
Other
Number of Active Family Shareholders or Family Participants
*
Governance Structure and Decision Rules
Current governance model
*
Informal family discussions
Family council
Board-led governance
Advisory committee
Other
Key decision areas reserved for family approval
*
Ownership changes
Hiring of family members
Dividends/distributions
Succession
Major investments
Other
Decision-making method for major family business matters
*
Consensus
Majority vote
Designated leaders
Board recommendation
Succession, Meetings, and Dispute Handling
Succession planning status
*
Not started
In progress
Documented plan exists
Review/update needed
Governance meeting cadence
*
Please Select
Monthly
Quarterly
Twice yearly
Annually
As needed
Preferred dispute resolution process
*
Family meeting
Mediation
Advisory board review
Escalation to owners/directors
Other
Submit
Should be Empty: