Select a module to continue your family business journey.
Available
Family Owner Styles Self-Assessment
Discover your approach to family ownership
Available
Justice and Fairness in Family Business
Learn about justice and fairness principles in family business management and
decision-making
Available
Legacy
Evaluate your perceptions of legacy in the family business.
Coming Soon
Succession
Develop effective succession planning strategies
Coming Soon
Culture
Assess and align your family business culture
Coming Soon
Governance
Optimize your corporate governance structure
Welcome to the Ownership Style Survey!
The Ownership Style Tool is designed to help family business owners self-assess their ownership
approach. The tool includes a brief demographic section, followed by a set of 8 statements where
you
will rate your level of agreement, from 'Strongly Disagree' to 'Strongly Agree'. This evaluation
will
provide insights into the type of owner you are within your family business, helping you better
understand your role and impact.
Already took the self-assessment?
Enter the same email address you used before to access your personalized results.
New to the self-assessment?
Start your journey now — complete the short evaluation to discover your family owner
style.
Thank you for your interest in participating. However, to complete this survey, you must be part
of a
family that owns and/or manages a firm or group of firms.
Add your email below to save your results and access them anytime —
or simply skip this step if you prefer not to store your results for future access.
In family businesses, even when family owners share similar
values, a strong sense of identity, and a common history, they are not all the same. Ownership
behaviour is shaped by the underlying intentions of owners, which reflect their values,
priorities, and relationship with the business. These intentions influence not only how owners
engage with the business but also how they approach decision-making.
To better understand how ownership styles impact ownership behaviours, we
develop a model that highlights two primary drivers of their orientations toward intentions:
Group-oriented behaviour and Wealth-oriented behaviour.
1. Group-oriented Behaviour
Group-oriented behaviour describes the extent to
which family owners strive to cultivate a cohesive group aligned with shared goals, values, and
expectations. This orientation can be considered on a continuum with two extremes:
2. Wealth-oriented Behaviour
Wealth-oriented behaviour describes the extent to
which family owners prioritize the accumulation, preservation, and expansion of family wealth.
It reflects their approach to financial growth, investment strategies, and long-term economic
sustainability. This orientation can be considered on a continuum with two extremes:
The combination between the two primary orientations results in four
distinct ownership styles, each reflecting a different balance between group commitment and
wealth priorities.
Click on the titles to learn more about each of the four ownership
styles:
The Legacy Tool is designed to assist family business members in evaluating their perceptions of
legacy. It begins with a brief demographic section, followed by a series of statements where
participants rate their level of agreement, ranging from "Strongly Disagree" to "Strongly
Agree."
The results provide valuable insights into legacy patterns and perceptions, helping you better
understand your role and its impact within the family business.
Already took the self-assessment?
Enter the same email address you used before to access your personalized results.
New to the self-assessment?
Start your journey now — complete the short evaluation to discover your legacy
style.
Do you belong to a family, by blood or affinity, that owns and/or manages a
business?
Please indicate your role in your family business: (Select one or more options)
Where is your company's headquarters located?
In which generation were you born?
How many siblings do you have?
Which generation of your family business do you represent?
Our family intention is to strengthen the family bloodline and name in our
family business.
Our family business emphasizes continuity through generations by fostering
strong family ties and connections.
Dynastic succession and family participation in the business are prioritized
during leadership transitions.
Preserving the family’s united wealth is a key criterion in governance and
decision-making.
Our family business aims to maintain property rights under family control.
The family owners prioritize reinvesting profits to ensure financial stability
for future generations.
Our family business fosters long-lasting social ties with key stakeholders, such
as customers and suppliers.
Our family business develops long-lasting social ties through local community
projects.
Our family business values philanthropy and actively engages in practices to
strengthen relationships with the community.
Our family members are satisfied with the quality of communication among
themselves.
Our family members demonstrate support and trust for one another.
Our family members effectively manage conflicts and resolve disputes.
Our family members actively seek new opportunities and take initiative to pursue
them before others.
Our family members remain confident and committed, even when facing challenges
and uncertainties.
Our family members effectively adapt to changes and manage resources to achieve
shared goals.
Our next-generation family members are encouraged to gain external experience
before joining the family business.
Our next-generation family members actively participate in knowledge sharing and
mentoring practices.
Our next-generation family members engage in discussions about integrating
sustainability principles into the family business strategy to ensure long-term viability and
resilience.
Legacy Assessment
Self-Assessment Completed:
You reached the end of the self-assessment.
We are preparing your personalized results
Add your email below to save your results and access them anytime —
or simply skip this step if you prefer not to store your results for future access.
Understanding Justice and Fairness in Family Business
Justice and fairness are the foundation of healthy and lasting family firms. They influence
how
families make decisions, allocate resources, and treat one another within the business.
In this interactive module, you explore how these principles shape relationships and impact
transgenerational success through a three-step learning journey:
1
Step 1 – Watch the video
Understand the core concepts of justice and fairness and how they apply in family
business management.
2
Step 2 – Listen to the story
Hear a real-life case of a family business facing challenges of fairness and
trust.
3
Step 3 – Interact with our virtual agent
Reflect on the situation and propose your own solution to restore fairness within
the family.
Step 1 of 3
Step 1 – Watch the video
Understand the core concepts of justice and fairness and how they apply in family business
management.
Complete the video first
Step 2 of 3
Step 2 – Listen to the story
Hear a real-life case of a family business facing challenges of fairness and trust.
Complete the video first
Step 3 of 3
Step 3 – Interact with our virtual agent
Reflect on the situation and propose your own solution to restore fairness within the family.
Congratulations!
You've successfully completed the Justice and Fairness module. You've gained valuable
insights into how justice and fairness principles can strengthen your family business.
