The Alden family (fictional) · as of Jul 17, 2026 · market close
0 demo actions this session
COUNCIL SEATS
4
NEXT-GEN MILESTONES
4
IN THE PACK
0
NEXT MEETING
Sep 5
Family constitution
Preserve what Marta and Paul built, and prepare each generation to carry it forward with judgment and unity.
Values
- Stewardship over consumption - the enterprise outlives any one of us.
- Transparency inside the family; discretion outside it.
- Every voice heard; consequential calls made by those who own the risk.
- The next generation earns responsibility through preparation, not age alone.
Decision rights
- Consequential wealth & entity actionsMarta (principal), with the council consulted
- Giving grants from the family DAFFamily grant vote, chaired by Nora
- Next-generation education & readinessCouncil, sponsored by a G2 mentor
- Amending this constitutionUnanimous adult-family agreement
The family council is where the family - not the operating company - makes decisions about shared wealth, giving, education, and continuity. It meets on a set cadence and keeps a record. Semi-annual council meeting, plus an annual full-family gathering.
Family council
Next-generation readiness
- Board-observer to board seatIN PROGRESS
Nora · GOVERNANCE · TARGET Jan 1, 2027
Attend quarterly board meetings, complete the governance reading track, co-own one council initiative.
- Lead the family grant committeeON TRACK
Nora · PHILANTHROPY · TARGET Dec 31, 2026
Run the year-end grant slate and the family vote.
- Financial-literacy foundationIN PROGRESS
Sam · EDUCATION · TARGET Jun 1, 2027
Complete the money-basics track; present one DAF grant to the council.
- Open a first investment accountNOT STARTED
Sam · EDUCATION · TARGET Sep 1, 2027
Confirm summer earned income, then open a custodial Roth with a parent.
Agenda builder & meeting pack
Pick items from the family’s own records to assemble the pack for Fall family council. Suggested for this meeting: decisions, deadlines, opportunities, unresolved gaps.
Decisions (7)
Deadlines (6)
Recent changes (6)
Opportunities (6)
Unresolved gaps (8)
Assembled pack · 0 items
Nothing selected yet. Check items above to build the pack for Fall family council.
This pack is assembled in your browser for the demo. No PDF is generated and nothing is sent.
Minutes & follow-ups
Capture a decision or action from the meeting; recording it creates a task and an audit entry.
The constitution, council, and meeting packs are a synthetic, local demo. ArkLegacy composes a pack from the family's own records; it does not generate a PDF or send anything outside this browser tab. Follow-ups appear in Tasks →