Global Assessment for
Family | Governance | Enterprise

Family Business



120+  Unique Data Points
40+ Live Analyses
20+ Years of Product Evolution
9 Data Input Factors

One  Solution

LD rings

1. Ideal opportunities to get started

  • Starting or Joining a Family Office

  • Succession Planning

  • Crisis Interventions

  • Legacy Wealth Planning

  • Significant Wealth Transfers

  • New Trust or Trustee Designation

2. One managed solution provides

  • Confidential, unbiased assessment of individual stakeholders and stakeholder groups

  • Identification of strengths, challenges, and pain points in families and stakeholder groups

  • Objective data frameworks to inform succession planning and stewardship readiness

  • Analysis by generation, family branch, trustee, and other legacy segments

Family advisors and advisor teams (estate planners, attorneys, family offices, coaches, etc.) need actionable intelligence to be effective before, during, and after the next major family event.

It takes years to discover what accelerates and what derails your client family’s objectives. Blindly discovering these pressure points is painful and inefficient for everyone. 

Developed and refined over 20 years as part of our family enterprise and high net worth advisory practice, Family Business Dimensions can be deployed at any point in your work with the family, but you’ll see better returns the earlier you deploy.


Just some of the questions that
Family Business Dimensions answers

Does this family prefer competition over compromise when disagreements occur?
Which stakeholder in this family can drive innovation in the enterprise and governance?
What is this family’s need for affection, warmth, and sensitivity?
How does this family balance their need to act and their need to deliberate more? Does this family have a hard time executing?
What is this family’s collective and individual capacity for effective communication?
Who in this family can drive enterprise results using existing teams and resources? Who can drive results given a different team and resources?
Who is the stakeholder most likely to rally the family, enterprise, and governance when action is needed?
Does this stakeholder group have a personality representation that could contribute to better decision making?
What is this family’s capacity and need for connection with one another?
What is this family’s collective and individual decision making style?
How does this family include outsiders and new stakeholders in their ranks?
What is this family’s capacity for understanding their emotions as well as the emotional experience of others?
Which stakeholders best represent the family to the rest of the world?
How much is this family motivated by expanding their social influence? How might they balance privacy with recognition?
What is this family’s collective and individual need to know and play by the rules?
How likely is this family to accommodate or compromise when conflicting with outside parties?
Who are the intuitive decision makers? Who are the more deliberate ones?
How does loyalty and pragmatism influence decision making? Internally and externally.
How do family members handle responsibility and blame when stressed?
What is the analytical and creative capabilities of this stakeholder group?

How it works

  1. You identify the families and stakeholders that will participate in the study.
  2. We confidentially administer and manage all psychometric instruments and surveys to your participants. Results are uploaded to your secure online portal as we receive them.
  3. We meet with you (and/or your team) to show you the best ways to use your new tools and get started with your most pressing issues.
Qualified advisors are available before, during, and anytime after the Legacy Dimensions study to support your family and stakeholder objectives.

What's included

  • Self-Service Access to Legacy Dimensions cloud portal 
  • Orientation and Hand-off consultations
  • Caliper Profile administration and analysis
  • Chally Assessment administration and analysis
  • Fundamental Interpersonal Relations Orientation-Behavior (FIRO-B) administration and analysis
  • Learning in Action EQ in Action (EQP) administration and analysis
  • Myers-Briggs Type Indicator (MBTI) administration and analysis
  • SDL Mosaic Phase One Survey administration and analysis
  • Thomas Kilmann Conflict Mode Instrument (TKI) administration and analysis

Sounding good?
Let's talk.

We’re here to answer your questions.