Family Office Impact and Legacy Assessment
FOIL
A conversation starter for family offices. Rate 40 statements across ten dimensions - Purpose, Products, Positioning, Presence, Partnering, Process, People, Place, Planning, Profit - on both importance and current performance. Take it individually, then compare across generations.
Rate each statement from 1 (no, definitely not) to 7 (yes, definitely) - once for how important it is to your family office's success, and once for how well you feel you're currently performing against it. There are no right answers; be honest about where things actually stand.
Your answers are saved so results can be compared across your family and across generations. Only combined averages are shown in the aggregate view - your individual ratings aren't displayed to other respondents.
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Purpose
Importance - how much this matters
Performance - how you're actually doing
Your results
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Avg. Importance
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Avg. Performance
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Avg. Gap
Largest gaps - where performance most trails importance
Averages by dimension. Use Airtable's Group feature on Family, then Generation, to compare perspectives within a family.
Thank you for completing the Family Office Impact and Legacy Assessment.