Sort Family Wealth Roles With RACI
Assign responsible, accountable, consulted, and informed roles for a family wealth decision.
Sort each person or task into the RACI role it should occupy for the foundation-launch decision. Responsible Accountable Consulted Informed Trustee who has legal authority to approve the distribution Adviser preparing funding options and liquidity analysis CPA modeling deduction timing and tax constraints Adult child serving on the foundation advisory committee Beneficiaries who receive the final decision and rationale Operations associate preparing account paperwork after approval Estate attorney reviewing governing document limits Non-voting spouse who should understand the outcome after approval
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