Working with Family Businesses
“A problem well-stated is a problem half solved.” - Charles Kettering
The Aspen Family Business Group assessment protocols help us to more efficiently and calmly “get the cards on the table” so that the real issues can be identified and addressed. During this process, we carefully guard the confidentiality of our clients individually and collectively.
Family Business Inventory
Family Wealth Inventory
Heirloom Property Inventory
Each inventory has 100 questions: the first 50 positively-worded statements about the family are the same in all inventories. The second 50 questions in each of the 4 Inventories are specific to the specialized focus (Business, Wealth, Foundation or Properties). Each respondent indicates the degree of agreement or disagreement he or she feels with each statement. The inventories are then analyzed by our staff who prepare reports and feedback on areas of strengths, challenges, areas of agreement, disagreement and knowledge gaps.
We also find that utilizing assessment instruments such as the Meyers Briggs or the Hogan suite help us with individual and team development.