Multi-Generational Wealth Scorecard

How Ready Is Your Family to Build, Protect, and Transfer Wealth Across Generations?

Your free scorecard reveals exactly where your wealth plan is strong and where it needs attention, helping you protect, grow, and transfer wealth for generations. Click NEXT to get started!

Family Governance & Communication

3. Do you hold regular family meetings or councils to discuss wealth, governance, and succession? *

Estate & Trust Planning

5. How current and complete are your estate documents (wills, powers of attorney, and beneficiary designations)? *

6. Do you currently have trusts in place for asset protection, tax planning, or intergenerational transfer? *

7. Have you integrated your estate plan with your tax strategy to maximize wealth preservation? *

Succession & Legacy Preparation

8. Have you documented who will inherit or manage your assets (investments, property, insurance) in case of incapacity or death? *

Tax Structure & Preparation

11. How confident are you that your current personal and family tax planning minimizes taxes now and across generations? *

12. How well are your annual personal and family tax returns prepared and filed to ensure compliance and optimization? *

13. Have you planned for taxes at death and intergenerational transfers (e.g., RRSP/RRIF rollover, capital gains on property, principal residence considerations)? *

Education & Values

15. Have you communicated your family values, philanthropic intentions, or purpose of wealth? *

Risk Management & Asset Protection

16. Have you implemented strategies to protect assets from creditors, divorce, or unforeseen events? *

Charitable Giving/ Philanthropy

Contingency Planning

20. Have you planned for unexpected life events affecting wealth transfer (divorce, incapacity, premature death)? *

Business Owner

22. Do you currently own or operate a business? *

Yes

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