Privè One Family Office
How Healthy Is Your Family’s Wealth?
Take the Wealth Health Check™ to identify strengths, uncover gaps, and see how prepared your family is to preserve, grow, and transition wealth across generations.
Is Your Family’s Wealth Actually Protected — Or Just Unquestioned?
70% of family wealth doesn’t survive the second generation, and most families who lose it never see it coming. This 12-question diagnostic gives you a direct, evidence-based read — in under five minutes — on whether your family is on track to be the exception, or the next statistic.
Every family thinks it’s the exception. Most aren’t.
Governance and succession gaps are almost never noticed in advance — they surface after a sudden death, a dispute between heirs, or a liquidity event nobody planned for, at exactly the moment your family can least afford to be improvising. This diagnostic won’t flatter you. It gives you a direct, evidence-based read on where your family actually stands across all six risk pillars Privè One evaluates — before a crisis forces the answer out of you.
Sources: Williams Group generational wealth transfer research (3,200 families) · UBS Global Family Office Report 2026.
Takes about 4 minutes. No name or email needed to begin — you’ll only be asked for your details to unlock your results.
Family Compass™ is a proprietary assessment framework developed by Privè One Family Office. This Wealth Health Check is an abridged preview; findings here are indicative, not a substitute for the full Family Compass™ assessment.