BizSolutions

Family DNA Discovery
Family DNA Profiles, Family Succession, Family Offices

The Family DNA Discovery Process has been developed to help each member of a family understand who they are and how they are different to their other family members. Knowing the different behavioral styles and preferences of the family members is a critical step in building “Futurity Plans” for family wealth transfer.

The Family DNA Discovery Process is powerful because it objectively documents each family members attitudes and decision-making style, and importantly how to relate to each other through the process. Although family members may think they know each other well, so often there are blind-spots. These blind-spots cause missed expectations and disappointment which are usually revealed after there is a wealth transfer event.

The Family DNA Discovery Process requires each family member to individually complete their Natural DNA Behavior discovery. Then they will also complete a Family Performance Discovery which uncovers each family members assessment on how the family has addressed the following key areas:

  • Family Purposefamily dna profiles, family dna reports, family motivations
  • Wealth Creation Strategy
  • Wealth Transfer Strategy
  • Planned Giving Strategy
  • Family Business Strategy
  • Family Relationships
  • Family Trust
  • Family Governance

The insights from this discovery process then identify the family strengths and struggles, and the areas of focus for further discussion and resolution in the Futurity Plan.

For purchasing information or to view a sample report, please contact us.
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