Free Downloads: Succession Scorecard, 4 Powerful Questions, and the Three Circle Model.


Succession Scorecard

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 The Succession Scorecard is a tool will tell you, based on a score from 1-10, how prepared you and your family are for the successful transition of wealth to the next generation


4 Powerful Questions

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4 Powerful Questions is a communication and feedback tool practiced by some of the most successful business families in the world.


3 Circle Model

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The 3 Circle Model is a generally accepted model by strategic family enterprise advisors to some of the world's most successful family enterprises.

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