Values 360

1. Is there an effective communication strategy which is shared with the family?
2. Are there clearly defined individual and family core values?
3. Has each family member completed an assessment which identifies what is most important to them?
4. Do most family members stay in their area of strength?
5. How would you rate the importance of VALUES on a scale of 1-10?

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Gratitude 360

1. Have the principles of gratitude been built into your family dynamics?
2. Has all of your financial, intellectual, social, human, and spiritual capital been transferred?
3. Philanthropy: Have you identified and documentated who you support and why?
4. Philanthropy: Do you have a system for measuring your philanthropic vision and impact?
5. How would you rate the importance of GRATITUDE on a scale of 1-10?

Legacy 360

1. Is there a clearly defined mission statement which guides your family legacy?
2. Does each family member have a process which aligns thoughts, beliefs and behaviors towards family legacy?
3. Is there an intentional strategy to prepare and develop the next generation towards family legacy?
4. Have the family values been integrated into existing estate planning documents?
5. How would you rate the importance of LEGACY on a scale of 1-10?

Governace 360

1. Is there an intentional process for family members to participate in important decisions?
2. Are there legal documents or structures created which ensure multi-generational success?
3. Are there economic incentives for the next generation to encourage alignment with the family’s legacy?
4. Is there a documented family Goverance Agreement?
5. How would you rate the importance of GOVERNANCE on a scale of 1-10?

Strategy 360

1. ... which freezes the value of your assets to reduce future estate taxes?
2. ... to recieve the tax benefits of life insurance to optimize the investment portfolio?
3. ... to manage business risks while receiving significant tax deductions?
4. ... to replenish wealth across multiple generations?
5. How would you rate the importance of STRATEGY on a scale of 1-10?
First Name
Last Name
Email
Values [1]
Values [2]
Values [3]
Values [4]
Values [5]
Gratitude [1]
robert@gmail.com
dana@gmail.com
betty@gmail.com
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