Family Constitution Design Workshop Cohort II

Program Dates: December 2, 2026 - December 11, 2026

Program Format: Virtual

Program Fee:
Till September 30: INR 23,600
October 1- 31: INR 29,500
November 1 onwards: INR 35,400

The program fee includes
- Live online sessions (no Recordings)
- Instructor PPTs
- Self-paced assignments
- Discussion groups
- Family Constitution Tools & Templates

Upon successful completion of the program, all the participants will be awarded the program participation certificate.

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Equalifi’s Family Constitution Design Workshop is a specialized program crafted for family business advisors, professionals working for multi-generational family enterprises and family office professionals.

A family constitution is much more than a document: it’s a collaborative process that helps families clarify their shared purpose, core values, and vision for the future. By establishing clear governance structures, succession protocols, and decision-making frameworks, families can ensure continuity and minimize future disputes. The constitution serves as a living agreement, guiding both business and personal relationships with principles shaped by every member’s voice.

Family businesses thrive when built on shared values and well-structured governance. This workshop is designed to guide families and advisors through the process of designing a robust family constitution—a document that clarifies the family’s collective mission, codifies key principles, and lays the groundwork for transparent decision-making and generational continuity.

Through a blend of expert-led sessions, collaborative exercises, and practical case studies, participants will learn how to address succession planning, leadership roles, conflict management, and stewardship of family wealth within a proven framework.

This workshop will take you through the essential stages of designing a family constitution:

  • Understanding why governance matters for family enterprises.
  • Exploring foundational elements: vision, values, and legacy.
  •  Mapping roles, responsibilities, and expectations for family participation.
  •  Creating conflict resolution mechanisms and succession pathways.
  •  Drafting individualized, actionable content using proven templates and collaborative discussions.

Participation in this workshop is an opportunity to build greater transparency, trust, and accountability across generations. Guided by expert facilitators, you’ll engage in open dialogue, scenario-building, and hands-on drafting sessions—emerging with a tangible roadmap for enduring family harmony and responsible stewardship.

SessionDateDayTimeTopic
1 2 DecemberTuesday19:00–21:00Foundations — Family Identity, Values, Vision, and the Code of Conduct

Learning objectives:

  • Develop a shared understanding of the family identity across generations.
  • Articulate why the family wishes to remain together in business.
  • Translate personal values into explicit collective commitments.
  • Clarify the responsibilities and perks of being part of the business family.
  • Establish communication and decision-making rules that reduce misunderstanding.

Constitutional outputs

  • Narrative of Family History and Founder Story
  • Family Values Statement
  • Shared Vision for Future Stewardship
  • Code of Conduct and Family Membership Norms
  • Communication and Information Sharing Protocol
  • Decision-Making Model (consensus, consultation, voting)
24 DecemberThursday19:00–21:00Governance Architecture — Family Forums and Decision Rights

Learning objectives

  • Map the three-forum architecture: Family Council, Family Assembly, Next Gen Council, and Family Office
    as the execution arm.
  • Draft mandates, membership, meeting calendars, and quorum rules for each forum.
  • Distinguish family-side, ownership-side, and business-side decisions and place each in the right forum.
  • Design the interface between family governance and the Operating Company Board.

Constitutional outputs

  • Charter for the Family Council
  • Charter for the Family Assembly
  • Charter for the Next Gen Council
  • Terms of reference for the Family Office
37 DecemberMonday19:00–21:00Family in the Enterprise — Employment, Performance, and Entrepreneurial Support

Learning objectives

  • Design a Family Employment Policy that is fair, professional, and emotionally intelligent.
  • Build a Performance Appraisal and Development Framework for family members.
  • Create Exit and Sabbatical pathways that preserve dignity.
  • Encourage next-gen innovation through structured access to family capital and mentoring.
  • Establish rules for continuing, exiting, or winding down family-backed new ventures.

Constitutional outputs

  • Family Employment Policy
  • Performance Appraisal and Development Framework
  • Exit and Sabbatical Procedure
  • Family Entrepreneurial Support and Innovation Policy
49 DecemberWednesday19:00–21:00Ownership, Wealth Stewardship, and Conflict Resolution

Learning objectives

  • Clarify economic expectations and the family's distribution philosophy.
  • Define liquidity, buy-sell, and pre-emption procedures that hold across generations.
  • Align ownership structure with the family's long-term vision.
  • Identify predictable sources of tension in Indian families and normalise the conflict cycle.
  • Codify a conflict resolution process that moves from conversation to formal mediation with dignity intact.

Constitutional outputs

  • Shareholding Agreement Principles
  • Dividend and Liquidity Policy
  • Ownership Responsibilities Charter
  • Conflict Resolution Process
511 DecemberFriday19:00–21:00 Philanthropy, Societal Responsibility, and Keeping the Constitution Alive

Learning objectives

  • Connect business success with social purpose and public reputation.
  • Institutionalise philanthropy or community commitments as part of the constitution.
  • Design review, amendment, and ratification cycles so the constitution remains a living document.
  • Integrate all previous drafts into a coherent constitution outline for each participant family.

Constitutional outputs

  • Family Philanthropy and Community Commitment Statement
  • Constitution Review and Amendment Procedure
  • Participant's own Family Constitution outline (capstone)

Nupur Pavan Bang

Founder and Chief Family Business
Navigator Bodhi Advisory & Nurturing Group (B.A.N.G)

View Profile
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