Family Constitution Design Workshop

Program Dates: January 24, 2026 - February 14, 2026

Program Format: Virtual

Program Fee: Till December 31: INR 29,500
From January 1: 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
1January 24Saturday10:00 hrs-11:15 hrsFamily Identity, History, Values, and Shared Vision

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.

Output into Constitution:

  • Narrative of Family History and Founder Story
  • Family Values Statement
  • Shared Vision for Future Stewardship
2January 24Saturday11:30 hrs- 12:45 hrsResponsibilities, Conduct, Communication, Decision-Making

Objectives:

  • Clarify expectations of being part of the business family- responsibilities and perks
  • Promote dignity, boundaries, and clarity.
  • Establish communication and decision rules that reduce misunderstanding.

Output into Constitution:

  • Code of Conduct and Family Membership Norms
  • Communication and Information Sharing Protocol
  • Decision-Making Model (consensus, consultation, voting, etc.)
3January 31Saturday10:00 hrs-11:15 hrsFamily Governance Bodies

Objectives:

  • Identify predictable sources of tension in Indian families.
  • Normalize conflict, remove shame, and emphasise process fairness.
  • Define roles/mandates/meeting calendars for:
    Family Council, Family Assembly, Next Gen Council, Family Office.

Output into Constitution:

  • Charter documents for Family Council and other governance bodies
4January 31Saturday11:30 hrs- 12:45 hrsEntry, Roles, Performance and Development of Family Members in the Business

Objectives:

  • Address fairness and professionalism while respecting emotional ties.
  • Ensure pathways for younger generation growth and external learning.
  • Create exit mechanisms that preserve dignity.

Output into Constitution:

  • Family Employment Policy
  • Performance Appraisal and Development Framework
  • Exit and Sabbatical Procedure
5February 7Saturday10:00 hrs-11:15 hrs Conflict Resolution

Objectives:

  • Identify predictable sources of tension in Indian families.
  • Normalize conflict, remove shame, and emphasise process fairness.
  • Clarify the process to be followed for conflict resolution

Output into Constitution:

  • Conflict Resolution Process
6February 7Saturday11:30 hrs- 12:45 hrsNew Venture Creation and Innovation Support

Objectives:

  • Encourage innovation without destabilising unity.
  • Create fair access to family capital, mentoring, and evaluation.
  • Establish rules for continuing or winding down new ventures.

Output into Constitution:

  • Family Entrepreneurial Support and Innovation Policy
7February 14Saturday10:00 hrs-11:15 hrsOwnership Structure, Shareholding Agreement, and Wealth Stewardship

Objectives:

  • Clarify economic expectations and distribution philosophies.
  • Define liquidity and buy-sell procedures.
  • Align ownership structure with long-term vision and stability.

Output into Constitution:

  • Shareholding Agreement Principles
  • Dividend & Liquidity Policy
  • Ownership Responsibilities Charter
8February 14Saturday11:30 hrs- 12:45 hrsFamily Philanthropy, Societal Responsibility, and Keeping the Constitution Alive

Objectives:

  • Connect business success with social purpose and public reputation.
  • Institutionalise philanthropy or community commitments.
  • Design review cycles so constitution remains a living document.

Output into Constitution:

  • Family Philanthropy and Community Commitment Statement
  • Constitution Review and Amendment Procedure

Nupur Pavan Bang

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

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