Begin the assessment

One set of questions, three vantage points, and an honest read on where your family enterprise stands.

WHAT'S INCLUDED

What you get

THE FULL DIAGNOSTIC

Assessments for the people who own the enterprise, the family that stewards it, and the people who run it — sent out at once, answered independently.

A CLEAR READ, NOT JUST A SCORE

We turn the responses into a picture of where your structures are real, where they’re trusted, and where the three groups don’t see the same enterprise.

A RECOMMENDATION

What to strengthen first, and why. Something you can act on, not a binder that sits on a shelf.

Confidentiality

What's said stays private. Individual responses are never attributed. We report patterns across the three groups and help you identify the gaps.

CONSULTING-LED ENGAGEMENT

Request Access

Tell us about your enterprise and an Aven advisor will reach out to discuss next steps and provision your assessment.

Completing security check…

YOUR INFORMATION IS HANDLED WITH ABSOLUTE DISCRETION.

HOW IT WORKS

Three steps from here

01

Set up.

Tell us who’s participating. We handle the rest — each person gets their assessment directly.

02

Everyone answers.

About 20 minutes per person, answered independently. It captures where things stand today, not where anyone hopes they stand.

03

We walk you through it.

You get the findings, the recommendation, and the option for a conversation about what they mean.