Family Engagement

You may want to involve your family in giving for the first time, or already have a long legacy of giving as a family. You may be anxious to begin, navigating conflict or anticipating generational changes. Ultimately, you want the family’s engagement to be both effective and meaningful.

Watermark believes giving as a family is distinct from other approaches to giving, and can present unique challenges for the family to navigate. Yet, when done with intention and planning, giving as a family can create tremendous benefits from strengthening the family, empowering and preparing the next generation, and enhancing wealth stewardship.

family engagement
We offer specific expertise supporting generous families, including thoughtful approaches for how to best structure your family’s multi-generational involvement and decision making, in ways that strengthen the family, provide continuity, and make a difference in the world around you. For more established philanthropic families, we offer a Giving-Governance Reboot which includes an assessment of current practices and a custom crafted approach for the future.

Watermark is also available to facilitate philanthropy-focused strategic conversations, family meetings and retreats, where active conversation and exploration provide opportunity to strengthen and advance relationships and thinking.

Popular content includes:

  • What ‘Money Messages’ Do You Carry? – An exploration of how perceptions about money and wealth inform feelings about giving it away
  • Generational Personalities Exploration – Light-hearted but instructive generational mapping that opens dialogue and deepens shared understanding
  • What am I inheriting?: – A personal and collective opportunity to reflect on family history and legacy to inform the future