Family Harmony Assessment

Congratulations for taking your first step in creating harmony for your family

This assessment is for all members individuals involved in family businesses.

This could be parents, children, spouse (whether or not directly involved in the business).

The questions are designed to help facilitate insight and awareness into your current situation.

For best we would recommend all relevant members to complete the form and then have a meeting to discuss results

The survey will take no longer than 15 minutes to complete.

We have a special gift for completing the survey, as a thank you for your time and sincerity in desiring a harmonious family.

Mini Assessment

1. Decisions are made collaboratively, considering input from all relevant family members.

2. There is a well-defined process for making major business decisions.

3. Family members feel that their opinions are valued in decision-making processes.

4. There is a balance between family interests and business needs in decision-making.

5. Succession planning is discussed openly and agreed upon by all stakeholders.

For each statement, rate how true it is for your family and business:
> 1 = Strongly disagree · 2 = Disagree · 3 = Neutral · 4 = Agree · 5 = Strongly agree

Mostly 4s and 5s → You likely have a relatively healthy decision-making culture.
Mostly 1s and 2s → Decision-making processes may be a source of tension and risk.
For a complete picture across conflict, governance, wealth, and succession, download the full assessment.