stronger families - enduring legacies
Family Navigator Assessment Tool
Creating and preserving a family legacy is one of the most significant and challenging responsibilities for a family business owner. The Family Navigator Tool fosters mutual understanding while assessing the organization's readiness for transition.
What is the Family Navigator Tool?
Quantifiable Analysis of the Family Dynamics
With a statistically validated 69-question assessment, Family Navigator uncovers key opportunities and risks related to succession and transition planning, helping families develop a clear, actionable roadmap for a successful transition.
Family Navigator provides measurable analytics of the interconnected dynamics between individual family members, the family unit, its business, and the governance and estate plans that support it.
Similar to a SWOT analysis, FamilyNavigator identifies the perceived strengths, weaknesses, opportunities, and threats impacting both the family and its business.
empowering family businesses for generations
Family Navigator evaluates across four fundamental pillars, providing unbiased analysis into family members across twelve competencies that are known to be foundational to success.
Family Dynamics
Culture & Communication
Purpose and Fulfillment
Roles & Relationships
Preparation & Development of Rising Generations
Maturity
Business Compentency
Compensation
Business Preservation & Growth
Business Structure
Non-Family Management
Business Strategy
Transition Planning
Family Leadership
Governance
Estate, Financial, & Tax Planning
strengthening businesses
for future generations
The Family Navigator empowers family members to collectively identify key strengths and opportunities.
These insights help uncover ways to maximize individual interests and talents while recognizing true competitive advantages and empowering family members with clarity, equal footing, and a deeper understanding of one another.
With this shared understanding, we guide families through complex alignment discussions, developing customized, actionable strategies that leverage existing strengths to strengthen areas that need further development.
Building on the foundation of FamilyNavigator’s discovery, alignment, and strategy, we then formalize ownership, leadership, control, and governance structures. This process creates a tailored roadmap for long-term success, ensuring both the family and its business thrive according to our clients’ unique vision.
