Family Continuity Discovery

1
Name* This field is required.
First Name
Last Name
2
Your Email* This field is required.
example@example.com
3
The importance of the family history is recognized
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Not at all
To a very great extent
4
A meaningful purpose statement has been developed to guide future generations* This field is required.
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Not at all
To a very great extent
5
The family has regular meetings to review the family purpose* This field is required.
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Not at all
To a very great extent
6
The family vision and values are clearly defined and communicated* This field is required.
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Not at all
To a very great extent
7
There is clarity about the family goals and future intentions* This field is required.
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Not at all
To a very great extent
8
The family's walk matches its talk as experienced by all family members* This field is required.
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Not at all
To a very great extent
9
The family keeps you connected to the family purpose* This field is required.
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Not at all
To a very great extent
10
The family establishes and monitors its plans based on the family purpose* This field is required.
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Not at all
To a very great extent
11
A high priority is placed on family goals before personal goals* This field is required.
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Not at all
To a very great extent
12
There is a high commitment to passing on the family legacy* This field is required.
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Not at all
To a very great extent
13
Family PurposeLearned Behavior Risk Calculation
14
The family's financial affairs are in order* This field is required.
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Not at all
To a very great extent
15
The family has a clear financial plan that addresses wealth creation* This field is required.
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Not at all
To a very great extent
16
The family has disciplined financial habits* This field is required.
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Not at all
To a very great extent
17
Changes are to be embraced to maintain and grow the family wealth* This field is required.
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Not at all
To a very great extent
18
The main objective of wealth planning is to protect the family wealth* This field is required.
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Not at all
To a very great extent
19
The family has a clear investment strategy to meet the family's current and future needs* This field is required.
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Not at all
To a very great extent
20
The family follows through on achieving financial goals* This field is required.
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Not at all
To a very great extent
21
The family reviews and keeps track of key financial information* This field is required.
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Not at all
To a very great extent
22
Appropriate financial education is provided to family members* This field is required.
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Not at all
To a very great extent
23
Confidentiality of the family financial position is of utmost importance* This field is required.
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Not at all
To a very great extent
24
Wealth Creation Calculations
25
A solid succession plan is in place which defines the family objectives* This field is required.
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Not at all
To a very great extent
26
An estate plan is in place that will legally achieve the family objectives* This field is required.
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Not at all
To a very great extent
27
Family assets should be used to support the education of children and grandchildren* This field is required.
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Not at all
To a very great extent
28
Too much money for family members will do more harm than good* This field is required.
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Not at all
To a very great extent
29
Wealth should be split equally between the children* This field is required.
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Not at all
To a very great extent
30
Resentment will be built if money is not left to family members* This field is required.
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Not at all
To a very great extent
31
The inheritors should be financially educated and prepared to manage family wealth* This field is required.
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Not at all
To a very great extent
32
There is a special responsibility to retain wealth in the family for the next generation* This field is required.
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Not at all
To a very great extent
33
Transferring life time collections of assets is important (ornaments, art, jewellery, letters)* This field is required.
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Not at all
To a very great extent
34
An income stream should be provided to the next generation* This field is required.
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Not at all
To a very great extent
35
A capital sum should be provided to the next generation* This field is required.
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Not at all
To a very great extent
36
Ownership of the family business should be transferred to the next generation* This field is required.
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Not at all
To a very great extent
37
A home should be provided for the widowed spouse* This field is required.
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Not at all
To a very great extent
38
Distant relatives not as fortunate should be beneficiaries* This field is required.
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Not at all
To a very great extent
39
Wealth Transfer Strategy CalculationLearned Behavior Risk Calculation
40
Substantial family assets should be given to causes instead of family members* This field is required.
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Not at all
To a very great extent
41
Resources should be be committed to causes in your life time* This field is required.
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Not at all
To a very great extent
42
Resources should be committed to causes upon death* This field is required.
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Not at all
To a very great extent
43
The family should increase its annual planned giving contributions* This field is required.
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Not at all
To a very great extent
44
The family should establish a foundation it has involvement with* This field is required.
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Not at all
To a very great extent
45
Religious organizations/causes would be preferred to non- religious* This field is required.
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Not at all
To a very great extent
46
Giving to causes should be strategic based on the family purpose* This field is required.
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Not at all
To a very great extent
47
Communicating the value of planned giving to family members is important* This field is required.
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Not at all
To a very great extent
48
Participating in a planned giving program will make your life better and more meaningful* This field is required.
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Not at all
To a very great extent
49
The most important giving consideration is the worthiness of the cause and not tax benefits* This field is required.
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Not at all
To a very great extent
50
Planned Giving CalculationLearned Behavior Risk Calculation
51
Tolerance is shown of honest mistakes* This field is required.
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Not at all
To a very great extent
52
Family interactions are positive and constructive* This field is required.
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Not at all
To a very great extent
53
The family recognizes and encourages family member talents* This field is required.
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Not at all
To a very great extent
54
Family member differences are embraced and respected* This field is required.
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Not at all
To a very great extent
55
What is important to each family member is known and appreciated* This field is required.
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Not at all
To a very great extent
56
Genuine concern for others feelings is demonstrated* This field is required.
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Not at all
To a very great extent
57
Importance is placed on adapting communication for different styles* This field is required.
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Not at all
To a very great extent
58
The family is responsive to the needs of family members* This field is required.
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Not at all
To a very great extent
59
Family successes are celebrated* This field is required.
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Not at all
To a very great extent
60
An effort is made to make family life happy and fun* This field is required.
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Not at all
To a very great extent
61
Family Relationship Calculation
62
Positive energy is provided in the family unit* This field is required.
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7
Not at all
To a very great extent
63
Emotions and feelings are shared in the family* This field is required.
1
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7
Not at all
To a very great extent
64
Family members are encouraged to engage in open conversation* This field is required.
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Not at all
To a very great extent
65
Family members are vulnerable, acknowledge their mistakes* This field is required.
1
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3
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Not at all
To a very great extent
66
A supportive and encouraging family environment is created* This field is required.
1
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3
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7
Not at all
To a very great extent
67
Responsibility is provided to family members* This field is required.
1
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7
Not at all
To a very great extent
68
The family decision-making approach is inclusive* This field is required.
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Not at all
To a very great extent
69
Family decisions are confidently accepted and committed to* This field is required.
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Not at all
To a very great extent
70
Transparent communication of the truth is encouraged* This field is required.
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Not at all
To a very great extent
71
Family members demonstrate self-belief* This field is required.
1
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7
Not at all
To a very great extent
72
Family Trust Calculation
73
Family governance is well established - policies and procedures are followed* This field is required.
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Not at all
To a very great extent
74
A clearly defined set of conflict management rules have been developed* This field is required.
1
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Not at all
To a very great extent
75
Family financial information is transparently provided* This field is required.
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7
Not at all
To a very great extent
76
Personal/family/business assets are to be kept separate at all times* This field is required.
1
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Not at all
To a very great extent
77
Family member questions are responded to with empathy and in a timely manner* This field is required.
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Not at all
To a very great extent
78
An ability to confront challenges in a timely and effective manner is demonstrated* This field is required.
1
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7
Not at all
To a very great extent
79
Appropriate due diligence and research is performed* This field is required.
1
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7
Not at all
To a very great extent
80
Family member decision-makers have the appropriate skills and competencies* This field is required.
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Not at all
To a very great extent
81
Sound judgement is displayed in making decisions* This field is required.
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Not at all
To a very great extent
82
Independent advice is sought by the family when needed* This field is required.
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Not at all
To a very great extent
83
Family Governance Calculation
84
Average Total
85
Actual Total Score
86
Your Advisor's EmailProvide your advisor's email address if you would like us to email them with a copy of your results.
example@example.com
87
How was your experience with this discovery process?
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