The Family Council Canvas
You give your best when you see the full picture. We help you get there.
Your clients need someone who can hold the full picture: wealth, yes— but also emotion, purpose, and family dynamics across generations.
Step into the conversations that truly matter and become your client’s most trusted advisor.
You Can’t Advise What You Can’t See
Many advisors are quietly asking the same questions:
■What’s really going on behind the decisions my clients make?
■Why am I the last to know when plans change?
■How do I stay relevant across generations?
■What if I’m only seeing part of the picture
Are You Facing the Independent Advisor’s Dilemma?
As an independent advisor, maybe even a fiduciary, you’re committed to your clients’ best interests. But does this sound familiar?
The core challenge isn’t just your ability or the market—it’s the increasing need for a framework that allows you to deliver value beyond information, facilitating the deeper, holistic work families truly need.
The Family Council Canvas gives you the structure to do exactly that.
Our Visual Model for Deeper Conversations
It’s a conversation framework—visually mapped—that brings clarity to what matters most:
- Values
- Relationships
- Legacy
- Life transitions
- Hidden tensions
- Future roles
It gives every family member a voice. And you? A clear path forward to becoming their most trusted advisor.
See the Whole Picture, Step by Step
We ask the questions you never dared to, so you get the clarity you’ve always needed. Through the Family Council Canvas, the unspoken emerges—values, tensions, hopes, blind spots—so you can walk into any meeting with the full story. Structured. Visual. Actionable. The Family Council Canvas covers all aspects of a family’s legacy, structured into three key sections: Dynamics, Compass, and Journey.
From Insight to Impact
Set shared priorities and clarify next steps.
The Family Council Canvas reveals the full picture. Advisors then guide families through an ongoing cycle of Takeaways, Goals, and Actions. After each cycle of action, the family and advisor reflect on outcomes to uncover new Takeaways and refine future Goals.
Use Cases
Every family is different. Every advisor faces unique challenges. Here’s how other advisors are creating value with the Family Council Canvas:
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A second-generation business owner was ready to exit, but his children weren’t stepping up.The Family Council Canvas in Action:
The Result:The advisor became the bridge-builder and the family moved forward together with a renewed connection. |
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One parent dreamed of early retirement, but their adult child resisted, worried about caregiving and the financial burden.The Family Council Canvas in Action:
The Result:The family realigned around shared priorities and restored trust in the process. |
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Three siblings were struggling to divide a sentimental estate without damaging their relationships.The Family Council Canvas in Action:
The Result:The inheritance was settled with fairness and empathy. The family bond stayed intact. |
Have more questions?
Our mission is to equip you with the tools and perspectives that turn complex dynamics into clear, actionable strategies. We believe informed conversations build meaningful legacies.
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Advisors are replaceable. Trusted partners are not.
The Canvas helps you:
✓ Go beyond the transaction. ✓ Get to the real story.
✓ Lead legacy conversations. ✓ Stay connected across generations.
Join our early access group—free while we’re gathering feedback.
Participation is optional, insights are welcome. Learn more about the study here.