Family & advisor map
A scoped view of entities, advisors, and reporting relationships.
The Governance Map
Make the current system visible before changing it.
A fixed-scope diagnostic maps the decisions, people, evidence, entities, and operating gaps that shape your current environment.
PrincipalFamily councilTrusteeInvestment committeeOperating companyService providers
Six-step diagnostic
From discovery to a controlled roadmap.
The process establishes a shared baseline before implementation scope is approved.
- 01
Discovery
Understand goals, scope, and the current environment.
- 02
Data collection
Identify source records, access points, and dependencies.
- 03
Map
Make entities, people, roles, and authority relationships explicit.
- 04
Analyze
Evaluate gaps, risks, and workflow friction.
- 05
Score
Create a bounded view of operating maturity and readiness.
- 06
Deliver
Provide a prioritized roadmap, evidence register, and next steps.
Diagnostic deliverables
Reviewable artifacts—not a black box.
Every deliverable remains subject to evidence quality, professional review, and founder-approved scope.
Authority map
Who can decide what, under which evidence and approval path.
Evidence-gap register
What is missing, stale, unresolved, or awaiting review.
Decision-risk register
High-risk decisions and the controls required before action.
Aurum operating score
A diagnostic view of governance maturity and operating gaps.
Governance roadmap
A prioritized implementation path within human-controlled authority.
Clarify first
Start with the operating reality.
The Governance Map discussion collects no documents and creates no account, payment, or implementation commitment.
Discuss a Governance Map