Family Business

Family Business Can Be Big Business – And Big Trouble

Put the “Family” Back in the Business and Thrive

As an owner or member of a family business, you know there is much to do to make your family business successful now and across the generations. Since family members associated with a family business often wear multiple hats at the same time, there is a set of core learned skills a family must possess in order to succeed together in business. Being related by blood or marriage is never a guarantee that family members will work together successfully in business.

Take our 5-question survey to quickly assess where you stand with regard to your family business. When you’re done, we’ll give you more info that can help you all thrive amidst the challenges of being a family and running a business.

Building Bridges

Family Business Survey

Merely being related by blood or marriage is not enough to ensure agreement about how to share a family asset. Sharing an asset requires intention and skill building. This index is to be completed by family members and will provide an indication of strengths, opportunities, and alignments pertaining to the critical skills required to share family assets.

All responses will be kept anonymous.


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Your Score
Range Profile
5-12 Silver
13-19 Gold
20-25 Platinum

Using the rating table above, determine if your total score aligns with the Silver, Gold, or Platinum profile.

Silver - This result suggests that there is an opportunity to quickly focus time and energy on preparing yourself and family for the opportunities and responsibilities that come with wealth, otherwise, your family and business may experience undue risk in the future.

Gold - Focus more of your time and energy on those questions that you answered undecided, disagree, or strongly disagree. Following our recommended next steps will help you accomplish this.

Platinum - Congratulations! Continue to build on what is working and look for innovative ways to advance your knowledge and toolkit so that your family continues to flourish across the generations. For example, join our Legacy World or read LEGACY.

Next Steps

If your profile was either "Silver" or "Gold" here are the recommended next steps you can take to increase your success index score in the future. If your profile was "Platinum" and you are not familiar with the resources below, we would recommend selecting one or two to advance your knowledge and toolkit.

  1. Read these articles:
  2. View our FAQs.
  3. Intermediate
  4. Listen to our Podcasts.
  5. Subscribe to our Legacy World.
  6. Advanced
  7. Read one of our Books.
  8. Conduct a family exercise utilizing one of our Decks of Cards.
  9. Ask us a question and receive a response from a Legacy Capitals professional within 48 hours.

Contact us if you want to engage Legacy Capitals to work with you and your family.

FAQs (Kitchen Table Questions)

How Do I Have The Family Wealth Conversation?

How Do I Prepare My Children?

How Do I Transfer Wealth To My Children?

How Do I Ensure A Happy Life For My Family?