This intuitive online tool, with its companion manual, gives individuals, families, and the advisors who counsel them the tools and insights to better assess their wealth sustainability skills—enabling them to analyze the behaviors that impact their family’s overall wealth.

Users are able to assess their family enterprise across four dimensions of sustainability and the companion manual serves as a roadmap, helping them to analyze their results and offering best practices for improvement.

Together, the index and manual emphasize the importance of human, intellectual, social, and financial capital as drivers to sustainability. Comprehensive and highly practical, The Family Wealth Sustainability Index:

  • Helps families and their advisors assess how they are managing wealth—now and for the future
  • Evaluates their current wealth sustainability practices to give insight into what’s working and what’s not
  • Explains precisely how affluent families and their advisors can best prepare and utilize and their capital for generations to come

To learn more about The Family Wealth Sustainability Index and related resources, please click here.


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