Strategic Wealth Readiness Quiz 1. Which best describes your wealth situation?Recent liquidity eventExecutive accumulationFamily wealthEntrepreneur actively building enterprise valueOther2. What is your current investable net worth?$0M–$5M$5M–$10M$10M–$25M$25M–$100M$100M+Prefer not to say3. What percentage of your wealth is concentrated in a single asset?Under 25%25%–50%50%–75%Over 75%4. What concerns you most about your current financial picture? (Select all that apply)Taxes and wealth erosionMarket volatilityPlanning for the next generationLack of coordination among advisorsUnclear vision or purpose for wealth5. Which areas have you already addressed? (Select all that apply)Estate planDiversified investment strategyExecutive comp planningCharitable givingFamily governance / educationBusiness succession planningRisk managementNone6. What are your top 3 priorities over the next 12 months?Preserving capitalReducing tax exposureBuilding passive income streamsCreating generational legacySupporting philanthropyTransitioning from businessAdvisor team coordination7. Have you considered or implemented a family office structure?Yes – fully operatingYes – partial/virtualNo, but consideringNo – not applicable8. Do you currently have a written strategic wealth plan?Yes – fully integratedYes – needs updateNo – fragmentedNo – none in place9. How confident are you that your advisory team is aligned?Very confidentSomewhat confidentNot confidentNot sure they communicate10. Which of these best describes your relationship with your wealth?Purposeful and values-drivenFocused on growthCautious and protectiveUnclear or reactiveEvolvingWould you like a complimentary Strategic Wealth Review?Yes, please schedule a reviewNot right nowName *Email Address *PhoneBest Way to ContactPhoneEmailTextSubmit & Receive Strategic Insights