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Decision Compass

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Decision Compass

Test consequential choices against purpose, obligations, consequences, and the interests of future generations.

The challenge it addresses

Consequential decisions are often made without a structured process for returning to stated purpose and obligations.

The family question

Is this decision consistent with what we said matters — and with what we owe?

When it is used

Before any major capital deployment, charitable allocation, or enterprise decision.

What the family receives

A structured evaluation of a specific decision against purpose, obligations, and generational impact.

The decision it supports

Whether to proceed, modify, or defer any decision that affects the family's wealth or institution.

Begin

Begin with a confidential conversation.

A first conversation explores the decision or transition your family is facing, the expertise already in place, and the questions that remain yours to answer.

See how this instrument is used → Begin a confidential conversation

All conversations are confidential. EDP does not share information about families who reach out, whether or not an engagement follows.