Family Legacy Readiness Diagnostic

Five domains. Fifteen minutes. Private.

Find out exactly where your family may be exposed before the plan is finalised. Free to take.

Take the Diagnostic — Free

What the diagnostic covers.

The Family Legacy Readiness Diagnostic looks at the five domains that most often determine whether a family wealth transition succeeds or fractures.

Trust

Is the trust in your family strong enough to carry the weight of transition?

Agreements

Are expectations spoken, tested, and agreed — or assumed?

Succession

Is the next generation genuinely prepared, or prepared on paper only?

Coordination

Can your family make decisions together when it matters?

The Couple

Is the relationship at the centre of the enterprise strong enough to lead this?

Free to take

Family Legacy Readiness Diagnostic

Private. Individual reports. Takes fifteen minutes.

If the results surface discomfort, uncertainty, or an avoided conversation, the next step is a thirty-minute private conversation with Grant and Christine.

Take the Diagnostic Book a Conversation Instead