Succession Planning

FMI is well equipped to assist family foundations and other charitable organizations successfully transition leadership roles to future generations. It is important to identify and develop trustees who firmly believe in the vision and mission of your organization. Frank Merrick has the practical knowledge of family interactions and the perspective to assist your organization in continuing the legacy of its founders.

Succession planning services include:

  • Intra-generational training for trusteeship
  • Trustee policy development
  • Facilitation of a meaningful hand-off between generations