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Ownership - Values and Views

PreambleOwnership Self-Diagnosis

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To help you dig a little deeper into what ownership means to you, let’s take a quick look at a few questions that will illuminate your views. Use your mouse to move the slider to indicate the amount you agree or disagree with the statements. If you are unsure, just leave the slider in the middle.

When beginning a journey, it is always important to put a stake in the ground of where you left in order to best guide you to where you want to go. This self-diagnosis is that first stake. A few quick questions will help to understand what your current views of ownership are: more tangible or more intangible?

When I make a financial decision, my first consideration is the potential impact on the family’s wealth.
  • Strongly disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly agree
My family is stronger because we share the legacy of our business.
  • Strongly disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly agree
The business is more successful because it is a family business.
  • Strongly disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly agree
Family owners should contribute some of their own wealth to preparing the next generation to be owners.
  • Strongly disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly agree
Ownership shares should only be transferred as an inheritance.
  • Strongly disagree
  • Disagree
  • Neutral
  • Agree
  • Strongly agree
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Preamble
Aligning Values & Views
Conclusion
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