Stendal
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PILLARI

Family Continuity

Coordination of the external advisor team. Governance structure, quarterly review meetings, mission and constitution work, and financial education for the next generation.

Continuity is the pillar that determines whether the rest of the office's work survives the generations that earned it. Most family wealth that does not survive a transition does not fail because of investment loss. It fails because of missed conversations, unwritten agreements, and a holdco structure that no longer fits the family using it.

Groups

4

Services

10

Pillar

I

I.01

Quarterbacking

2 services

  1. I.01.01

    Coordinate professional advisors (legal, tax, investment, banking, insurance)

    Ongoing

    Stendal holds the file on every external advisor relationship and convenes the team around the family's open questions, so the advice the family receives is all encompassing rather than siloed across disciplines.

  2. I.01.02

    Challenge specialist recommendations and hold single-point accountability for the family

    Ongoing

    Stendal brings a cross-disciplinary view and actively challenges each recommendation against alternative opinions.

I.02

Family Governance

3 services

  1. I.02.01

    Establish quarterly meeting schedule to review financial results and planning

    Annual

    Stendal sets the year's quarterly meeting calendar in advance, circulates the agenda template, and reserves principal and advisor time, so the office's work has a rhythm rather than running reactively.

  2. I.02.02

    Facilitate quarterly review meetings with consolidated agenda and minutes

    Quarterly

    Stendal runs each quarterly meeting from a single agenda covering performance, planning, and outstanding decisions, and produces written minutes the same week so decisions get made in the room and on the record.

  3. I.02.03

    Facilitate meetings of trustees

    As scheduled

    Stendal convenes and runs trustee meetings, documents decisions for the trust record, and ensures the trust's required formalities are observed across the year.

I.03

Family Values & Mission

2 services

  1. I.03.01

    Refresh family mission and revise planning accordingly

    Annual

    Stendal revisits the family's stated mission, values, and priorities on an annual cadence, then updates the planning structure so it continues to fit the family it serves in the present.

  2. I.03.02

    Develop family constitution and review on annual cadence

    Annual

    Stendal helps the family put governance principles, decision rights, and shared expectations into a written constitution, then reviews it each year against the year's events to keep it current.

I.04

General Education

3 services

  1. I.04.01

    Provide general financial literacy education to children (budgeting, investing)

    As arising

    Stendal delivers structured financial literacy sessions to the next generation, covering personal budgeting, investing basics, and the mechanics of the family's holdco and trust structure at age-appropriate depth.

  2. I.04.02

    Educate family on use of trusts and family entities

    As arising

    Stendal walks family members through the purpose and operation of each trust and holding entity in the family's structure, so the next generation understands what they will inherit, when, and on what terms.

  3. I.04.03

    Advise children on financial matters at senior generation's invitation

    As arising

    Stendal advises adult next-generation members on personal financial questions when the senior generation invites the engagement, preserving the senior generation's primacy while building the next generation's confidence with the office.