Initial Family Survey

Step 1 of 7

Welcome to Family Dynasty!

Whether you are experiencing dynastic family life or envisioning it for the first time, we're excited to join you on your journey!

Please answer each question in the following survey with your first impression. Don’t overthink your answers – just go with your gut! (There are no right or wrong answers.) The more authentically you answer each question, the more help you’ll receive from the assessment. Once you’re finished, within a few days we’ll review your submission and schedule a time to discuss.

Your Name

Phone

Current Dynastic Reality

Are you part of an existing family dynasty?

How cohesive is your family currently?

To what degree is a black sheep family member troubling you?

Are you aware of a clear purpose/mandate/calling your family has in the world?

Do you have a family mandate or family purpose statement written down in 25-words or less?

Do you have an understanding of recurring themes and patterns that exist throughout history in your bloodlines?

Does your family have a clear and compelling set of stated values?

Can you list specific family mantras you use within the family?

Do you have an up-do-date family crest or logo?

Do you have a family mascot?

Do you intentionally leverage special events and milestones in family members' lives to reinforce purpose, family unity and loyalty?

Do you have a written Family Constitution?

Initial Family Survey

Welcome to Family Dynasty!

Stage of Life

Current Dynastic Reality

Socio-Economic Info

Estate Planning

Drivers

Relational Wealth