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BookWorking with Family Businesses
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A problem well-stated is a problem half solved. - Charles Kettering

The Aspen Family Business Group assessment protocols help us to more efficiently and calmly “get the cards on the table” so that the real issues can be identified and addressed. During this process, we carefully guard the confidentiality of our clients individually and collectively.

We have developed a battery of proprietary on-line assessment devices. These include the Aspen Family Business Inventory, The Aspen Family Wealth Inventory, The Family Foundation Inventory and the Legacy Property Inventory. These devices enable us to quickly identify the strengths, challenges, areas of agreement and disagreement and knowledge gaps of new clients.

The protocol includes Interviews with individuals, couples, family branches, etc. to clarify the parameters of the situation before we engage the family in the next steps of our process.

Family Business Inventory

  • Used when the family assets are primarily in a for profit business

Family Wealth Inventory

  • Used when the family is in the business of managing family money

Foundation Inventory

  • Used when a family’s assets are in the form of a charitable foundation

Heirloom Property Inventory

  • Specifically designed for collectively owned, multi-generational real estate that has great emotional significance to the family

Each inventory has 100 questions: the first 50 positively-worded statements about the family are the same in all inventories. The second 50 questions in each of the 4 Inventories are specific to the specialized focus (Business, Wealth, Foundation or Properties). Each respondent indicates the degree of agreement or disagreement he or she feels with each statement. The inventories are then analyzed by our staff who prepare reports and feedback on areas of strengths, challenges, areas of agreement, disagreement and knowledge gaps. 

We also find that utilizing assessment instruments such as the Meyers Briggs or the Hogan suite help us with individual and team development.

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