legacy Assessment

Take the Legacy Focus Assessment to understand what are the odds that your family stays connected and that your money continues to benefit them through generations. Please respond to all 15 questions with the answer that feels most accurate to your family’s situation. Together with your score, you will receive, in an email, a report that explains your score. This report will explain the likelihood that your money will continue to grow in your family for generations. We encourage you to be as honest as you can as the report you will receive is based on your answers. Before submitting your answers please double check that your email address is correct. This is where we will send your report shortly.