Family Legacy Assessment
How are you doing at building an intentional family legacy? Take my free assessment to get an idea of your progress.
How are you doing at building an intentional family legacy? Take my free assessment to get an idea of your progress.
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Family Communication Please answer the 10 questions below. Rate your family for each question on a scale of 1-10, using the example statements to inform your answer. Upon completion, your score will be tallied for you automatically.
Rate your family’s communication on a scale of 1-10:
10 – Our family maintains open lines of communication and can discuss even difficult matters together. Each member knows they have a voice and will be heard out.
5 – We often have good conversations, but we carefully avoid certain topics.
1 – Why would we want to talk to each other?
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Family ConflictRate your family’s relationship to conflict on a scale of 1-10:
10 – We approach conflict as an opportunity for growth and keep talking until we find a productive resolution.
5 – Conflict means a lot of unpleasantness for everyone until things settle back down.
1 – We’ve had conflict and plenty of it. That’s why some of us don’t talk to each other anymore.
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Personality/CallingRate your family’s relationship to personality on a scale of 1-10:
10 – We understand and value each family member’s personality type. We seek to help them thrive in who they are called to be.
5 – We know there are different personalities, but when it comes down to it people should just do what they have to do.
1 – What does personality have to do with anything? Personality tests are just for fun.
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Vision, Mission and ValuesRate your family’s approach to vision, mission and values on a scale of 1-10:
10 – We are all on board with the family vision and mission statement we’ve articulated, and we try to live out our shared values.
5 – Our family has attempted to talk through our values and vision but haven’t gotten very far.
1 – I don’t know any other families who talk about vision, mission, etc. We’re doing fine without them.
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Continued Learning & FunRate your family on continued learning and fun on a scale of 1-10:
10 – We regularly get together to learn new things that will help our family, or to enjoy having fun together.
5 – A few of us have tried to get everyone together more often for new experiences or for fun, but it’s an uphill battle. Some of us are game.
1 – We don’t get together if we can help it. Family gatherings are not our thing.
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Family GovernanceRate your family on family governance on a scale of 1-10:
10 – We have a written plan for the structures and processes to keep our children, grandchildren and future generations unified and working together.
5 – We’ve learned some about structures and processes that will help our family move forward, but we haven’t gotten very far.
1 – What’s family governance?
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Charitable GivingRate your family on charitable giving on a scale of 1-10:
10 – Our family gives charitably together, with clear guidelines on what we will and won’t support. It’s a positive influence in our family.
5 – We give to support a variety of nonprofits and causes.
1 – We don’t currently give charitably as a family.
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Financial AdvisorsRate your family’s relationship with your advisor team on a scale of 1-10:
10 – Our advisors know and share our values and regularly work together to determine how best to help our family.
5 – Our advisors each do fine in their area of technical expertise.
1 – We’re not at all satisfied with our current financial, legal and other advisors.
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Succession PlanRate your family’s succession planning on a scale of 1-10:
10 – We have developed and communicated a plan to transfer leadership to the next generation of leaders in our family.
5 – We’ve thought about succession some but don’t yet have a solid plan.
1 – We’ve not given any thought to succession matters.
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Family Wisdom and StoriesRate your family on collecting and passing on your wisdom and stories on a scale of 1-10:
10 – Our family knows and values the stories that form our family history. We have taken steps to collect, preserve and retell the stories and lessons of the older generations.
5 – We all like telling family stories when we’re together, though we haven’t formalized anything.
1 – We don’t pass on our family’s wisdom or stories.EmailYou’ll see your results once you hit the Submit button.
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