Family Wealth Dynamics Demo


Each statement has two dimensions which must be rated. The first concerns how much conflict
surrounds the statement among members in the family. The second concerns the
performance achieved related to the statement. Rate each question or statement on a scale of 1 to
7, with 1 being a very poor rating and 7 being an excellent rating.

Family members are competent to select the most qualified advisors to provide professional services related to family wealth. (Questions 1 and 2)
   
1
2
3
4
5
6
7
 
N/A
1. Consensus: Conflict Harmony
2. Achievement: Strongly Disagree Strongly Agree

We have a diversified portfolio that is well positioned for the growth of our investments. (Questions 3 and 4)
   
1
2
3
4
5
6
7
 
N/A
3. Consensus: Conflict Harmony
4. Achievement: Strongly Disagree Strongly Agree

Our investment portfolio is well positioned to deal with changes in market and other investment conditions. (Questions 5 and 6)
   
1
2
3
4
5
6
7
 
N/A
5. Consensus: Conflict Harmony
6. Achievement: Strongly Disagree Strongly Agree

Within our team of advisors, there is continuity and depth of expertise to protect our long terms goals and objectives. (Questions 7 and 8)
   
1
2
3
4
5
6
7
 
N/A
7. Consensus: Conflict Harmony
8. Achievement: Strongly Disagree Strongly Agree

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