StewardPlanner™ · Legacy
The Family Constitution is a written covenant — not a legal instrument, a moral one. It answers the questions an estate plan was never designed to ask.
An estate plan decides where assets go. It has nothing to say about why the family built them, what an heir is actually inheriting, or what that heir is expected to demonstrate before receiving access to any of it. That gap is where most generational wealth quietly comes apart — not through bad markets, but through unspoken assumptions.
The Family Constitution closes it. Eleven articles carry a family from its core values through its immutable capital laws, inheritance philosophy, financial-literacy milestones, governance structure, giving commitments, succession, and conflict resolution — ending in a letter to future generations and a signature page every generation re-signs.
It is built to be filled in together, read aloud, reviewed on a schedule, and passed down. Delivered as a designed, print-ready document your family can actually sign.
Families with a business, a portfolio, or a first meaningful liquidity event — and anyone who would rather their children inherit a standard than a surprise.
The eleven articles
Not a will, a trust, or a substitute for either — it sits alongside them and tells your attorney, your heirs, and your future self what the plan is actually for. Prepared with your family, in your language.
