1
First, rate what matters most to you
Complete the importance rating for all 14 statements before considering how your family is doing today.
Importance5 = Very important · 1 = Don't care
Go with your first instinct. You may leave an item unanswered if it does not apply or is unclear.
2
Now, rate where your family is today
Review the same 14 statements and rate your family's current level of achievement.
Family achievement5 = Mastered · 1 = Haven't started
Are you confident that your children and grandchildren are prepared to manage, protect, and grow the inheritances they will receive?
If your answer is no, would you like to prepare them and have that confidence?
Your answers remain in this browser. Genacy Group does not receive them unless you choose to share your results.
0%Achievement average
Your reflection
Your clearest opportunities are where importance outpaces achievement.
Your highest-priority conversation starters
Ranked by the difference between importance and achievementThis is a starting point, not a grade. A gap does not signal failure. It identifies an area your family considers important and may be ready to strengthen together.
Would you like help taking the next step?
Your results are yours to keep. If you would like help interpreting what surfaced or identifying the most productive next step for your family, complete the voluntary contact form on GenacyGroup.com. Your assessment ratings will not be submitted.
For reflection and conversation only. This assessment is not a psychological, legal, tax, or financial evaluation.