Free download
Family Constitution Template & Drafting Guide
An article-by-article template with drafting notes, plus a council charter and decision-making matrix.
Free. We’ll also send you a copy via email.
Free download
Investment Policy Statement Template
A working IPS template covering objectives, risk tolerance, allocation targets, and rebalancing rules.
Free. We’ll also send you a copy via email.
Free download
Technology Vendor RFP Template
Thirty vendor-neutral evaluation questions with a scoring matrix and side-by-side comparison worksheet.
Free. We’ll also send you a copy via email.
Free download
Cross-Border Compliance Checklist 2026
Substance, FATCA/CRS, documentation, and an annual calendar across Switzerland, Luxembourg, Singapore, UAE, UK, and US.
Free. We’ll also send you a copy via email.
Free download
Governance Self-Audit Worksheet
Twenty-five questions across five governance dimensions, with a scoring guide and recommended action items.
Free. We’ll also send you a copy via email.
Free download
Impact Measurement Framework Template
Theory of change, IRIS+ metric selection, reporting template, and an SDG alignment worksheet.
Free. We’ll also send you a copy via email.