Family Assessment -

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Your complimentary confidential report to help you understand where your family is today

Please take 3 minutes to answer the following eight questions to assess the risk your family currently faces:

Please answer the following eight questions to assess the risk your family currently faces:

Please answer the following eight questions to assess the risk your family currently faces:

Please answer the following eight questions to assess the risk your family currently faces:

Please answer the following eight questions to assess the risk your family currently faces:

Please answer the following eight questions to assess the risk your family currently faces:

Please answer the following eight questions to assess the risk your family currently faces:

Please answer the following eight questions to assess the risk your family currently faces:

Even the best financial advice is not enough – what your family needs is FAMILY PROSPERITY ADVICE

1. Vision

Do you have a written purposeful family vision that moves and inspires ALL your family members?

2. Communication

Does your family have highly effective communication structures in place such as regular formal family Board meetings?

3. Family Roles

Has each family member been designated a clear and formal role within the family structure and have they bought into their roles with enthusiasm?

4. Family Structures

Does your family have a clear ‘wealth map’ detailing the family’s assets, the structures they are held in and who the advisors are for these structures?

5. Wealth Appreciation

Are you confident that your children (and grandchildren) appreciate, understand and value the family’s wealth and investments?

6. Wealth values

Do you know each individual family members highest values and if so they aligned to wealth building?

7. Philanthropy (Legacy)

Does your family currently have structured sustainable philanthropy that both inspires and is supported by each family member?

8. Professional Advisors

Are all your family members familiar with who your professional advisors are and what they do?

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