B02 · Advisory board and family enterprise programmes
The Advisory Board Mandate
Scope, Charter and Boundaries
In-house, for your board or team
What it covers
Designing the mandate so the advisory board carries weight without carrying liability: the six charter blocks, non-binding and non-voting design, shadow-directorship avoidance, confidentiality and tenure.
What you leave with
The Mandate Brief: a one-page charter skeleton across six blocks, each drafted in first-position language or marked with its open question and owner.
Learning outcomes
- State what a charter is for and why the boundary must be drawn.
- Apply the Charter Test to signable, redraft or return to formation.
- Identify charter defects using the Leak Register and name each block.
Who it is for
Family-business founders and principals, C-suite executives and governance professionals.
Open enrolment
Register interest.
This programme currently runs in-house. Register interest and we will tell you if an open cohort is scheduled.
In-house
Bring it to your board.
Delivered to your board or team alone, on your jurisdiction module. Lola replies personally within two working days.