Family Office Impact and Legacy Assessment - Light

FOIL Light

A quick starting point for family offices. Rate 20 statements across ten dimensions - Purpose, Products, Positioning, Presence, Partnering, Process, People, Place, Planning, Profit - on how true each one is today. About 10 minutes.

Name

Family / Family Office

Generation

Organization

Role

Country / Location

Years involved

Email (optional)

Rate each statement from 1 (not at all true) to 7 (completely true) for how well it describes your family office today. There are no right answers; be honest about where things actually stand.

This is a shorter starting point. A more detailed assessment - with importance ratings alongside performance, and double the statements per category - is available afterward if you want to go deeper.

01 Purpose

Your results

Avg. Score

Lowest-scoring dimensions

Want to go deeper?

The full Family Office Impact and Legacy Assessment adds importance ratings alongside performance and doubles the statements per category - a fuller picture for a family ready to dig in. Take the full assessment →

Averages by dimension. Use Airtable's Group feature on Family, then Generation, to compare perspectives within a family.

Thank you for completing FOIL Light.