Family Total Wealth Audit™

Step 1 of 13

General Instructions

The assessment evaluates your family's total wealth across seven different capitals. Please answer each question 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, we’ll email you a report instantly.

SPIRITUAL

To what degree is your spiritual life important to you?(Required)

Not Much

Slightly

Somewhat

Substantially

Very much

How deep is your spirituality?(Required)

No Spirituality

Shallow

Moderate Spirituality

Fairly Spiritual, but Could Be Deeper

Deeply Spiritual

To what degree is spiritual life important to your family?(Required)

Not Much

Slightly

Somewhat

Substantially

Very much

How deep is your family's collective spirituality?(Required)

No Spirituality

Shallow

Moderate Spirituality

Fairly Spiritual, but Could Be Deeper

Deeply Spiritual

This field is hidden when viewing the form

SCORE - Spiritual

(4 total points possible)

HEALTH - Mental

To what degree is your mental acuity important to you?(Required)

Not Much

Slightly

Somewhat

Substantially

Very much

How mentally sharp are you?(Required)

Consistently Foggy

Too Many Foggy Days

Some Sharp Days and Other Foggy Days

Infrequent Mental Sluggishness

Consistently Sharp and Focused

To what degree is mental acuity important to your family?(Required)

Not Much

Slightly

Somewhat

Substantially

Very much

How mentally sharp is your family collectively?(Required)

Consistently Foggy

Too Many Foggy Days

Some Sharp Days and Other Foggy Days

Infrequent Mental Sluggishness

Consistently Sharp and Focused

This field is hidden when viewing the form

SCORE - Health Mental

(1 total point possible)

HEALTH - Emotional

To what degree is your emotional well-being important to you?(Required)

Not Much

Slightly

Somewhat

Substantially

Very much

How emotionally healthy are you?(Required)

Chronic Anxiety or Depression

More Often Than Not I'm Anxious or Depressed

50/50

I Mostly Maintain Positivity and Serenity

Consistently Positive and Serene

To what degree is emotional well-being important to your family?(Required)

Not Much

Slightly

Somewhat

Substantially

Very much

How emotionally healthy is your family collectively?(Required)

Chronic Anxiety or Depression

More Often Than Not We're Anxious or Depressed

50/50

We Mostly Maintain Positivity and Serenity

Consistently Positive and Serene

This field is hidden when viewing the form

SCORE - Health Emotional

(1 total point possible)

HEALTH - Physical

To what degree is your physical vitality important to you?(Required)

Not Much

Slightly

Somewhat

Substantially

Very much

How physically vital are you?(Required)

Chronically Ill or Very Low Energy

Significantly Reduced Energy with Health Concerns

Moderate Health and Energy

Good Energy and Health

Excellent Energy and Health

To what degree is physical vitality important to your family?(Required)

Not Much

Slightly

Somewhat

Substantially

Very much

How physically vital is your family collectively?(Required)

Way off

Collective Energy and Health are Lackluster

So So

Good Collective Energy and Health

Excellent Collective Energy and Health

This field is hidden when viewing the form

SCORE - Health Physical

(1 total point possible)

HEALTH - Environmental

Do you think it's important to consider the spacial environment your family occupies and spends most of your time in?(Required)

Not important

Slightly important

Somewhat important

Quite important

Very important

Do the spacial environments you most often occupy facilitate your state of well being?(Required)

To a Lesser Degree

Somewhat

To a Greater Degree

Very Much

Does your famly think it's important to consider the spacial environment your family most often occupies?(Required)

Not important

Slightly important

Somewhat important

Quite important

Very important

How well would your family say the spacial environment is working?(Required)

Not Well

Quite Off

Need Some Improvement

We're Doing the Best We Can

Lots of Planning Went into How We Occupy Space and We Love It

This field is hidden when viewing the form

SCORE - Health Environmental

(1 total point possible)

RELATIONAL

How important are family interpersonal relationships to you?(Required)

Not much

Slightly important

Somewhat

Substantially

Very much

How healthy are your family relationships?(Required)

Way Off

Quite off

Depends on the day

Fairly In-Tune, but Could Be Better

Living in Unity

How important are family interpersonal relationships to the family?(Required)

Not much

Slightly important

Somewhat

Substantially

Very much

What does your collective family think about how healthy your family relationships are?(Required)

Way Off

Quite off

Depends on the day

Fairly In-Tune, but Could Be Better

Living in Unity

This field is hidden when viewing the form

SCORE - Relational

(4 total points possible)

INTELLECTUAL

How important is your family's intellectual wealth to you?(Required)

Not much

Slightly important

Somewhat

Substantially

Very much

How do you rate your personal intellectual wealth?(Required)

Very Low

Low

Moderate

Above Average

Impressive

How important is your family's intellectual wealth to the family?(Required)

Not much

Slightly important

Somewhat

Substantially

Very much

How do you rate your family's intellectual wealth?(Required)

Very Low

Low

Moderate

Above Average

Impressive

This field is hidden when viewing the form

SCORE - Intellectual

(4 total points possible)

FINANCIAL

How important is your family's financial wealth to you?(Required)

Not much

Slightly important

Somewhat

Substantially

Very much

How do you rate your financial wealth?(Required)

Way Off

Quite Off

So So

Not Too Shabby

Completely On-Track

How important is your family's financial wealth to your family?(Required)

Not much

Slightly important

Somewhat

Substantially

Very much

How do you rate your family's financial wealth?(Required)

Way Off

Quite Off

So So

Not Too Shabby

Completely On-Track

This field is hidden when viewing the form

SCORE - Financial

(4 total points possible)

SOCIAL

How important are your family's social connections to you?(Required)

Not much

Slightly important

Somewhat

Substantially

Very much

How socially connected are you?(Required)

No Engagement

Slightly important

Somewhat

Substantially

Very much

How important are your family's social connections to the family?(Required)

Not much

Slightly important

Somewhat

Substantially

Very much

How wide is the family social engagement?(Required)

No Engagement

Narrow

Moderate Engagement

Active

Intentionally Broad

How deep is your family social engagement?(Required)

No Engagement

Shallow

Moderate Engagement

Active

Deeply Embedded in Community

This field is hidden when viewing the form

SCORE - Social

(4 total points possible)

SOCIETAL IMPACT

How important is your societal impact to you?(Required)

Not much

Slightly important

Somewhat

Substantially

Very much

How much societal impact are you making?(Required)

Not much

Slight

Some

Significant

Changing the World

How important is your family's societal impact to the family?(Required)

Not much

Slightly important

Somewhat

Substantially

Very much

How much societal impact is your family making?(Required)

Not much

Slight

Some

Significant

Changing the World

Is your societal impact through active engagement or through philanthropic engagement?(Required)

Philanthropic Alone

Largely Philanthropic

More Weighted toward Philanthropy

Somewhat Active and Philanthropic

Highly Active and Philanthropic

This field is hidden when viewing the form

SCORE - Societal Impact

(4 total points possible)

YOUR SITUATION

Which generational role best describes you in your family system?(Required)

Founder; Visionary; Wealth Creator; Pioneer

Preserver; Stabilizer; Integrator; Harmonizer

Questioner; Tester; Disruptor; Differentiator

Fulfiller; Renewer; Redeemer; Reconciler

Later Generation Re-Founder; Multiplier

Which of the 7 Stages of Dynastic Maturity best describes your family in the present?(Required)

1. Awakening to family purpose

2. Framing - gaining clarity on family identity

3. Forming - focusing on creating family culture and tradition

4. Fortifying - instituting governance and structure into the family

5. Flourishing - focusing on developing family leadership

6. Fruitfulness - focusing our family energy to make societal impact

7. Faithfulness - Mature 4+-gen family system focused on preserving wealth and multiplying societal impact

SCORING SUMMARY

This field is hidden when viewing the form

SCORE - Spiritual

(4 total points possible)

This field is hidden when viewing the form

SCORE - Health Mental

(1 total point possible)

This field is hidden when viewing the form

SCORE - Health Emotional

(1 total point possible)

This field is hidden when viewing the form

SCORE - Health Physical

(1 total point possible)

This field is hidden when viewing the form

SCORE - Health Environmental

(1 total point possible)

This field is hidden when viewing the form

SCORE - Health Total

(4 total points possible)

This field is hidden when viewing the form

SCORE - Relational

(4 total points possible)

This field is hidden when viewing the form

SCORE - Intellectual

(4 total points possible)

This field is hidden when viewing the form

SCORE - Financial

(4 total points possible)

This field is hidden when viewing the form

SCORE - Social

(4 total points possible)

This field is hidden when viewing the form

SCORE - Societal Impact

(4 total points possible)

This field is hidden when viewing the form

TOTAL SCORE - ALL SECTIONS

(28 total points possible)

RECEIVE YOUR RESULTS

To receive your personalized results, please enter your name and email address below.

Name

First Last

CAPTCHA