Family Business Inventory - Assessment Tools
Assessment Tools to Manage the Professional Needs of:
  • Families in Business
  • Families in Wealth
"I wouldn't do a family business estate or succession plan without the crucial information I get from the Aspen Family Business Inventory. It has become an essential part of my services."
Kay Wakefield, Attorney in Portland, Oregon


A Resource for Advisors
As an advisor to complex wealthy families and family businesses, how often have you wished you could quickly get information about areas where family members do not see eye to eye, and find a way to bring those areas to the attention of your clients in a non-threatening way?

The two Aspen Family Inventories offers you access to the private thoughts and feelings of your family business and family wealth clients. Using them, you can gather comprehensive, usable information about your clients.


What is in the Each Inventory?
Each inventory is a 100-short-answer question tool that gathers information about different perceptions of family members concerning the family, its business, and the management of its assets and wealth. Each one has five scales with ten questions in each scale.


How The Inventory Can Make A Difference:
  • Help advisors get the big picture.
  • Opens up communication about difficult issues.
  • Quickly gathers a wide range of information about strengths, challenges, and disagreements.
  • Brings a family together to discuss areas of difference.
A Dramatic Presentation for Your Clients:
The Feedback Package for you to share with your client family includes... 23 pages of detailed, color graphic and summary analysis of different response to each scale. Executive Summary of strengths and weaknesses. Comparison of results by Generation, Gender, Ownership Management & Family Role. Highlights major areas of agreement and difference.


There Are Two Inventories:
  • The Aspen Family Business Inventory helps families who are in business together to sort out the issues of communication, succession, role, work and family boundaries, effective management, and their vision of the future.
  • The Aspen Family Wealth Inventory is designed for families who have a family office, or multiple diversified assets, to assess family dynamics and the ways that family participate in decisions about wealth management.
What do you get by purchasing one of the Inventories?
    1. A method of connecting positively with everyone in the family.
    2. A precise list of
      • Family and Business strengths
      • Family and Business challenges
      • Gaps in important knowledge
      • Profound disagreements
    3. A protocol for getting issues on the table without emotional disruptions
    4. A list of the issues that most urgently need the families attention
    5. A list of issues that are "landmines"
    6. An objective way to establish family and business benchmarks to measure the effects your work.
The Advisor is The Guide.
The advisor guides the family through the assessment process as follows:
    1. Present opportunity and get agreement from family members.
    2. Each family member completes the Inventory.
    3. Collect scores, send out for analysis.
    4. Receive detailed, color graphic feedback.
    5. Convene Family Feedback Meeting to discuss and compare responses and create Action Plan for resolving critical issues.

How To Get Started:
Order a Professional Advisor Interpretation Kit ($125) that includes: Interpretation Guide, Sample Report,  Inventory Forms and Answer Sheets (All documentation available in PDF format for your convenience.)

If you would like to know more you can order the Professional Advisors Kit that explains the assessment device and the assessment protocol that is based on the instrument. The price for the Kit is $125 and it can be sent electronically or in hard copy. Purchase of the Kit will also entitle you to a free telephone consultation regarding the first with whom you use the one of the Inventories.

The Kit gives you everything you need to engage your client family in the assessment process. Just return the answer sheets to us and we will generate two reports on your client. The Advisors copy reveals the identifying information about the respondents while the Client copy has no identifying information about individuals responses.

A full Family Assessment, for up to 15 participants ($500) Includes: Computer Processing, Family Report, and Advisor's Report. Programming can be arranged for groups larger than 15. Additional charges may apply.

If you would like to order this material or
if you have questions contact
Joe Paul at 503-297-0750 or at familyfirm@aol.com


Aspen Family Business/Family Wealth Advisor Interpretation Kit
Our price: $125

Family Business or Family Wealth Assessment for one family
Our Price: $ 500

 

 

 
 
Aspen Family Business Group is the premier international consulting resource for families in business. We have more than a century of experience helping families.
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