The Family Enterprise Sustainability Index

The Family Enterprise Sustainability Index


We created the Family Enterprise Sustainability Index (The Index) to answer a central question: Is my family enterprise prepared to bridge multiple generations in a sustainable manner? The Index looks at the five areas our extensive research indicated has attributed to enterprising families:

  1. Family Legacy and Connection

  2. Governance Structure and Processes

  3. Financial Accountability and Management

  4. Human Capital and Leadership Development

  5. Generosity and Gratitude

In a confidential and anonymous manner, The Index allows families to analyze their current capabilities in each of these five areas, and hone in on where they can place additional resources going forward to ensure sustainability.

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