Family Governance Conversation Cards
Recall role and boundary moves for family wealth conversations.
battlecard comparison RACI What does RACI clarify in a family decision? Acronym "If I am affected, I should get a vote." Beneficiary wants decision power on a trust-owned asset. Your line You should be heard because you are affected. Let us separate consultation from approval so the trustee can use your input without misrepresenting decision authority. Do not trade false voting power for temporary harmony. The line preserves dignity and governance at the same time. Consulted versus informed The difference should be explained before the meeting, not after disappointment. What is the one-sentence role boundary? "I can advise the process…
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