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Free Tool:
The Wealth Engagement Scale

Assess and Analyze Your Family Office Across 9 Critical Dimensions

For family offices and investors seeking clarity in their approach, The Wealth Engagement Scale give you some points of reflection. This self-diagnostic quiz goes through nine dimensions of wealth, from governance and legacy planning to portfolio tracking and impact initiatives.

Rate your current practices on a scale of 1-5, and gain valuable insights into your wealth maturity. There are questions about each dimension, helping you understand where your operations excel and where opportunities for enhancement exist.

Take the quiz.

Who This Is For:

Families building a family office – Understand where you are and where you need to go.
Families building a family office – Understand where you are and where you need to go.
Recently liquid entrepreneurs – Just starting on your allocation journey and need a roadmap to share with your family?
Recently liquid entrepreneurs – Just starting on your allocation journey and need a roadmap to share with your family?
Advisors and trustees – Align with stakeholders and more clearly articulate your vision.
Advisors and trustees – Align with stakeholders and more clearly articulate your vision.

Ultra-high-net-worth investors – Understand your blind spots and work to shine light on areas of improvement.

 

Ultra-high-net-worth investors – Understand your blind spots and work to shine light on areas of improvement.
download - wealth engagement scale

3 Simple Steps to Optimize Your Wealth Strategy

  1. Take the Assessment: Answer questions across 9 key areas (3-5 mins)
  2. Receive Your Score: Get an instant evaluation of your wealth maturity
  3. Explore Insights: Browse recommendations and strategies, then share with stakeholders

Ready to Optimize Your Wealth Strategy Even More?

Join modern UHNW and family office investors who have elevated their wealth management approach by putting their Assets Under Intelligence®