Build Your Family Constitution. Jake Claver on governance.
More on this subject: jakeclaver.com.
What this recording covers
Claver explains how his firm uses a family constitution as the foundation for estate planning and entity structuring. The document captures a client's core values, mission statement, principles, and intended legacy, including whether the focus is philanthropic, multigenerational, or lifestyle-oriented. He says those stated priorities directly determine which entities to form, how assets are held, and what proportions go into each structure. He mentions that course material walking people through building these documents is being made available to members of his community, with additional tiers for those further along in the planning process. He points viewers to his website to access the community.
Where this fits
This page hosts a recorded video and a short summary of what it covers. It is general information, not investment, tax, or legal advice, and not a recommendation to buy or sell any asset or to form any entity. Rules change and older recordings may describe a position that has since moved. Speak to a qualified professional before acting.