Enterprise Family Questionnaire

Knowing what you need to focus on next is often the greatest challenge an Enterprise Family faces, so we designed a 40-question survey that allows you to assess your progress in 8 critical areas. You can also use this assessment survey to set your priorities for new Action Steps that need to be taken. When all family leaders take the assessment, it creates a starting point for meaningful dialogue and comparison of perspectives on key priorities.

Family Enterprise Audit

This survey offers you 5 questions to answer for each of the following 8 dimensions:

1) Commitment to Family Purpose and Culture
2) Alignment in Family Values, Guiding Principles and Vision
3) Family Trust in the Governance Process
4) Talent Development and Prepared Family Leaders
5) Goals and Strategies for the Enterprise
6) Opportunities and Risks Assessment for the Enterprise
7) Adequate Return on Invested Capital for Risks Taken
8) Formal Process for Enterprise Governance