Survey

1. We have a clearly defined ownership and management succession plan that is understood by all family members. (What will happen upon the disability or death of owners or management)

Yes
No

2. We have multiple business meetings during the year to plan for the business.

Yes
No

3. Non-family members are involved in our regular business meetings.

Yes
No

4. Family members know and understand their roles in the family enterprise system.

Yes
No

5. Family members understand the policies governing employment in the family business.

Yes
No

6. There is a review each of each family member's career development goals whether the career in is in the family business or not.

Yes
No

7. Compensation policies for family and non-family employees are clearly defined.

Yes
No

8. Past family conflicts have been resolved.

Yes
No

9. Family members are being prepared for their future roles in the family enterprise system.

Yes
No

10. Family holiday and regular get-togethers are free from tension.

Yes
No

11. Our family has written and agreed measurements of performance of the family business/investments.

Yes
No

12. Our family leaders have asked for non-family advisors to help resolve conflicts.

Yes
No

13. A significant level of distrust exists among some or all family members.

Yes
No

14. Our family has a written statement of values we want to perpetuate.

Yes
No

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