The family office board
The board is where the family's affairs are run as an enterprise: who leads, what the office is responsible for, and how performance is reviewed. It owns the family constitution, plans for succession in leadership and ownership, and keeps decisions from defaulting to whoever is most available.
The family council
The council is the family's forum. It sets direction, maintains the charter and mission, runs the annual family meeting, and prepares the next generation. We recommend a co-head arrangement, so the council has both family authority and an independent partner who keeps the calendar and follows through.
Next-generation program
Each family member gets an individual development plan covering financial literacy, governance roles, and, where relevant, preparation for trusteeship or board service. The goal is heirs who are ready to be owners, not just beneficiaries.
Annual family meeting
We set the agenda, facilitate, and follow up. The meeting is built to create alignment across generations and to give younger members a real role, not just a seat.
The trust structure
Trusts are the legal backbone of most family wealth, and they are often administered with little coordination. Where the trust terms allow, we recommend pairing a family or professional trustee with a 2SIX partner as co-trustee. The arrangement adds continuity and accountability and gives family co-trustees a path to learn the role.
Your attorney designs the trusts. 2SIX Partners does not provide legal or tax advice. We work alongside the family's estate attorney and CPA, who remain responsible for the legal and tax structure.