Assessing the Situation!
At the Galliard Family Business Advisor Institute, we stress the importance of taking the time to really assess the situation before taking action. It is important to learn to see the world from our client’s perspective and learn about both the needs and the dynamics that will influence the future direction.
To help our member advisors, we have created a user-friendly Assessment Tool, using Powerpoint, which will guide you through a wide variety of questions and give you some ideas to explore as you learn the answers. It is meant to be a great conversation starter and a guide, to compliment your genuine curiosity and give you an opportunity to gently probe those issues that are sometimes sensitive and rarely discussed.
In addition, we are providing our advisor members with an Executive Summary worksheet to either be used in conjunction with the Assessment or as a stand alone exercise to ensure you are assessing the critical areas of a family transition process.