The Business Family Diagnostic
from Enterprising Families
Where does your family stand?
Thirty-three statements across eleven areas, from purpose and governance to succession, the next generation and Plan B. About twelve minutes.
- You'll get your Enterprising Family Index, where you're solid, and the three areas to work on first.
- It works for one person. It reflects your view of your family, and that view is worth having.
- Your answers are kept anonymously, with no name or email, so we can build benchmarks for business families. Save your result with your email at the end if you want to come back to it. You can delete a saved result whenever you like.
General guidance, not legal, tax or financial advice. Privacy.
Save to your Program account
This result is yours. It stays private until you choose to share it with the family, and you can delete it whenever you like. Saving a new result each year is what makes the yearly re-take possible.
Reorder your places to start (optional, about three minutes)Rate how much each area matters to you over the next three years, and your three places to start put those first.
Where to from here
Your result shows where to start. The Program is how you work on it.
The Enterprising Family Program takes you through the areas your result points to, in that order. It includes the full diagnostic for your family, which isn't sold on its own.
The free diagnostic, what you just did
- 33 statements across the eleven areas
- Your own view of the family
- Your index, where you're solid, and three places to start
- Pass it on: anyone can take it, free, and see their own result
The Program, which includes the full diagnostic
- The full diagnostic: 79 statements, deeper in every area
- Up to ten family members, each private until they choose to share
- Your family's views side by side, and where they differ most
- 13 modules of short lessons and worksheets, in the order your result suggests
- A first draft of your family constitution, assembled from your own choices
- A 12-month plan, and a yearly re-take at your family meeting
US$495 for one person, US$1,495 for a family of up to ten. If it isn't useful, you get your money back within 30 days. Save your result above and it carries into the Program. The Program opens soon: leave your email to hear when it does.
If you advise the family, the families you introduce can take the Program on their own, each person answering privately. Families who arrive through an adviser aren't approached about advisory work.
Pass it on
Your result is one view of the family. Send the free diagnostic to someone else in the family, or to an adviser. It's free for them too, and each person sees their own result. To share your own result, save it above and send the private link.
Thank you. That's noted.
This reflects one person's view, scored on the areas that apply to your family. It is general guidance, not legal, tax or financial advice.
What your result looks like
Your answers become a picture of the family across eleven areas, your index, where you're solid, and three places to start, each with a first step.
Example report · an illustrative family
Enterprising Family Index
Where you're solid
RhythmsStewardshipPurpose
Three places to start
- Resilience and Plan B A gapCheck that the senior generation's wills and powers of attorney are current. Module 10 has the checklist.
- Leadership and succession A gapAsk the current leader, privately, when they would like to hand over and what they would do next. Module 5 has the worksheet.
- Family governance A gapWrite down how family decisions are actually made today, then ask whether everyone would agree with what you wrote.