As a business leader, you plan for growth, succession, risk and continuity. Yet one of the most significant risks to your family and your business is often overlooked: what happens if you’re suddenly not there to explain where things are kept.
The Green Box is a practical, disciplined system for consolidating all your critical personal, financial and business information in one secure location. It helps take the guesswork out for those who need to ‘pick up the reins’ and ensures decisions can be executed quickly and correctly.
The Green Box is in addition to having a will, and it ensures your executor, advisors and family can act without delay, confusion or costly guesswork.
What Belongs in the Green Box?
A well-structured Green Box contains the information others would need to step in and make informed decisions on your behalf.
As a business leader, you plan for growth, succession, risk and continuity. Yet one of the most significant risks to your family and your business is often overlooked: what happens if you’re suddenly not there to explain where things are kept.
Why It Matters
Taking the time to develop and implement a Green Box, reduces operational and personal disruption for your family and for the business. It helps ensure critical decisions can be made quickly without hunting for information.
How to Implement the Green Box
Select a secure location
- Fireproof safe, locked cabinet, or encrypted digital repository.
- Gather and structure the information. You can download our Green Box checklist here.
- Create a single page overview of contents, priorities and access instructions.
- Let people know – ensure your executor and family know the Green Box exists and how to access it.
Review annually
Update alongside financial reviews, strategy resets or succession planning.
The Green Box is not about planning for worst-case scenarios; it’s about good governance. For business leaders, clarity, preparedness and continuity aren’t optional.