We begin with a 'family meeting' in order to evaluate and discuss short and long-term goals as well as uncovering the core objectives of the family. We let families discover their risk tolerances and share their vision for this newly formed 'business'.

A 'business plan' is then developed which gives the family both maximum control and flexibility in order to reach stated goals. The open architecture of Founders Trust Company gives the family assurance that all decisions will be made in an objective manner. Also, this flexibility allows us to create proprietary relationships with the world's best service providers in order to reach family goals with greater precision and less risk.

After implementation of the family business plan, Founders Trust Company continues to monitor goal achieving activities and educate future generations about the new family business. We offer an element of long term security for some families by serving as a personal trustee when, with the passage of several generations, there is a lack of qualified or interested members to serve.