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This tool provides an opportunity for family members to share their perceptions and results are compiled in a comprehensive way for use in productive conversations.

This tool is for individuals and families to explore key areas of a healthy family and enables them to look at their strengths and opportunities for growth. 

FEAT® Family Enterprise Assessment Tool

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feat [fēt] noun
An act or achievement that requires great courage, skill, or strength

Navigating the complexities of multigenerational families that own a business or other shared assets can be a huge ‘feat’, especially with modern day challenges. Working together, gaining new perspectives, and planning proactively can provide impactful change for lasting legacy.  

FEAT provides a snapshot of the current state of family dynamics and business enterprise and is used as a foundation for legacy planning. It is the first virtual research-based assessment, developed by Dennis T. Jaffe, PhD and Caroline Coleman Bailey.

It is designed to anonymously gather family stakeholder perceptions in a simple and safe environment, allowing every voice to be heard. Given global uncertainty and being geographically dispersed, connecting with family is more important than ever.

Simple Process, Lasting Rewards.

The FEAT experience includes three simple steps:

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DISCOVER

Learn about FEAT and determine if its right for the family.

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ACTIVATE

Gather input, communicate with family and launch assessment.

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ENGAGE

Review results and prepare for family meeting.

 

FEAT can be used by small families as well as large complex families with fully customized alternatives available. To learn more view our frequently asked questions or contact info@premiergrowth.com.

Praise For FEAT

  • "FEAT® provides a convenient, confidential, and safe way of gathering and categorizing useful data from family stakeholders. It allows every voice to be heard and serves as a catalyst for thoughtful, productive, family conversations.

    —Paul Edelman, PhD, Family Enterprise Coach & Facilitator, Edelman & Associates

  • “I can help families start an open, transparent, and data-driven conversation about their future as a family and as an enterprise. Thank you for bringing this resource to life!" 

    —Britta Gruenig, Founder & Managing Director, Gruenig & Partners

  • "Glad to have completed my FEAT training with so many advisors in the family business field. Thank you for creating such a robust tool."

    —Natalie McVeigh, Managing Director, EisnerAmper

  • "I am very excited to be one of the first advisors certified to use this amazing 360 review tool designed for family enterprises. Thanks for creating this excellent tool."

    — Grey Merryman, Head of Wealth Planning, Atlantic Union Bank Wealth Management

This tool provides an opportunity for family members to share their perceptions and results are compiled in a comprehensive way for use in productive conversations.  

Choose Your Plan

FEAT Standard

Assessment Includes:

  • 50 Statements pertaining to Family & Enterprise

  • Family Results in Comprehensive Digital Report 

Cost: $750

Popular

FEAT Deluxe

Assessment Includes:

  • 50 Statements pertaining to Family & Enterprise

  • Demographic Questions

  • Family Results in Comprehensive Digital Report 

    Cost: $1500

What does it mean to be a healthy family? 

  • As a family grows, how does it sustain closeness, trust, and connection? 

  • How well does a family deal with past trauma, tragedy, adversity, and stress?

  • What can be done to build stronger relationships over time?

These are universal concerns for families. Families want their relationships to be strong, supportive, and able to withstand crisis and difficulties. 

This learning tool enables an individual or a family to look at these relationships, to explore areas that are strongest and others where they can develop their connections. Family 360 poses 30 statements covering five key elements that make up healthy family relationships.

The Family 360 Experience

This tool is for individuals and families to explore key areas of a healthy family and enables them to look at their strengths and opportunities for growth. 

Individual

 Assessment Includes:

  • 30 Statements pertaining to Family 

  • Individual Results in Comprehensive Digital Report

Cost: $199

Popular

Family

 Assessment Includes:

  • 30 Statements pertaining to Family 

  • Family Results in Comprehensive Digital Report 

Cost: $399

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