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The Wealth Management Inventory is designed to reveal
family strengths, challenges and areas of disparity. This is an objective
tool developed to measure opinions, assumptions and expectations around
key factors in the management of family wealth.
The inventory consists of 5 scales that address family issues and 5 scales
that address issues related to the family’s management of finances
including planning, governance, and philanthropy.
This valuable tool provides families with new insights and a platform
for beginning a meaningful dialogue. Learn how your family can use the
Wealth Management Inventory to improve its ability to work together as
a cohesive unit.
For additional information please contact
us.
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Wealth
Management Inventory