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The Family Wealth Sustainability Toolkit: The Manual by Fran Lotery, Fredda Herz Brown

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RESULTS: SETTING THE BASE POINT FOR CREATING THE FAMILY ROADMAP

There are two main sets of results generated from the Index that contribute to setting the base point: (1) the Bird's-Eye View data presented in a dimensional view chart (see Figure 6.3) and practice area tables (see Table 6.4), and (2) the Roadmap to Sustainability data in a landscape chart discussed earlier (Figure 6.1), and the preferred route table (see Table 6.1).

The Bird's-Eye View

The Bird's-Eye View is the first round of data. By first noting where family members agree and disagree, it becomes possible to engage in a dialogue about what actions need to be taken, if any. Where there is disagreement, opportunity exists to broaden the conversation and therefore potentially modify the way in which the family's challenges are currently being considered and managed.

As stated earlier, with each additional family member who chooses to participate, the results change to accommodate those individual perspectives and integrate them into the whole. The examples shown in the figures and tables that follow are screen shots drawn from the Family Wealth Sustainability Index results of the Samson Brothers family. While not all family members participated, nine members did, spanning the second, third, and fourth generations. Peter and his family decided that this was a representative group of the people most impacted by the family wealth and future transitions. Their results help to tell a story of what this family already ...

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