Your Multi-Generational Wealth Assessment
Your Multi-Generational Wealth Assessment will reveal how you score in each of the critical areas of family preparedness — including communication, shared governance, heir mentoring, family purpose, and more. It will also provide you with recommended next action steps to help you improve your scores where needed and build a legacy plan that helps you transfer not just your wealth, but your values as well.
The assessment covers straightforward questions about your legacy plan, family vision, trust structures, shared philanthropy, and more. No financial jargon, no trick questions — just an honest look at where you stand today.
View Sample Assessment Results
What You'll Receive:
Your Family Cohesion Scores — Clear, easy to read metrics showing how well your current plan is structured to prepare the next generation — and where gaps may exist that could lead to division or other breakdowns.
Your Personalized Findings — Each section will also provide a brief analysis of not only the strengths, but also any gaps or vulnerabilities in your plan, including a lack of structured communication, unprepared heirs, misaligned advisor teams, missing governance documents, and more.
Your Next Steps Checklist — You'll also receive a prioritized list of actionable strategies and next steps to help you strengthen your family's legacy plan.
Whether you’re new to legacy planning, or simply want to ensure you haven’t overlooked anything, this educational assessment is designed to give you greater clarity, insight, and confidence in your multi-generational strategy.
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The information presented is not intended as, and should not be construed as, personalized financial, investment, legal, or tax advice. Any strategies, examples, or case studies are for illustrative purposes only. We make no guarantees as to the accuracy, suitability, or completeness of any information, nor do we guarantee any specific outcome or financial result. You should consult with a qualified and licensed professional, such as a financial advisor, CPA, or attorney, who can evaluate your individual circumstances before making any financial decisions based on the content you consume.