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
- 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.
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.
| Session | Date | Day | Time | Topic |
| 1 | January 24 | Saturday | 10:00 hrs-11:15 hrs | Family Identity, History, Values, and Shared Vision Objectives:
Output into Constitution:
|
| 2 | January 24 | Saturday | 11:30 hrs- 12:45 hrs | Responsibilities, Conduct, Communication, Decision-Making Objectives:
Output into Constitution:
|
| 3 | January 31 | Saturday | 10:00 hrs-11:15 hrs | Family Governance Bodies Objectives:
Output into Constitution:
|
| 4 | January 31 | Saturday | 11:30 hrs- 12:45 hrs | Entry, Roles, Performance and Development of Family Members in the Business Objectives:
Output into Constitution:
|
| 5 | February 7 | Saturday | 10:00 hrs-11:15 hrs | Conflict Resolution Objectives:
Output into Constitution:
|
| 6 | February 7 | Saturday | 11:30 hrs- 12:45 hrs | New Venture Creation and Innovation Support Objectives:
Output into Constitution:
|
| 7 | February 14 | Saturday | 10:00 hrs-11:15 hrs | Ownership Structure, Shareholding Agreement, and Wealth Stewardship Objectives:
Output into Constitution:
|
| 8 | February 14 | Saturday | 11:30 hrs- 12:45 hrs | Family Philanthropy, Societal Responsibility, and Keeping the Constitution Alive Objectives:
Output into Constitution:
|
Nupur Pavan Bang
Founder and Chief Family Business
Navigator Bodhi Advisory & Nurturing Group (B.A.N.G)
