WEALTHERIA
YOUR WEALTH STRUCTURE REPORT
Your Private Wealth Audit
A clear view of how your income, assets and family responsibilities are connected.
STEP 1
YOUR TOTAL
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/ 150
CALCULATING...
Your total gives you a snapshot of how organized your overall family wealth structure is.
125–150
WELL-ORGANIZED
94–124
MOSTLY ORGANIZED
56–93
SEVERAL GAPS
BELOW 56
CRITICAL GAPS
STEP 2
YOUR FIVE WEALTH DIMENSIONS
A closer look at the five areas that shape your family's wealth structure.
01
WEALTH CREATION
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/ 30
YOUR RESULT
02
LIQUIDITY & ACCESS
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/ 30
YOUR RESULT
03
PROTECTION
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/ 36
YOUR RESULT
04
FAMILY GOVERNANCE & SUCCESSION
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/ 30
YOUR RESULT
05
FINANCIAL INDEPENDENCE & LEGACY
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/ 24
YOUR RESULT
YOUR REPORT IS READY
Keep a Copy of Your Wealth Structure Report
Download your assessment for your personal records.
WEALTHERIA
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A private conversation focused only on the areas that may need attention in your family's wealth structure.