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Generative Wealth Assessment
Identify where the family may benefit from greater clarity, readiness, alignment, or renewal — before any intervention is designed.
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Families often do not have a clear picture of where they stand across purpose, governance, stewardship, and institutional memory simultaneously.
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Where may we benefit from greater clarity, readiness, alignment, or renewal?
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At the outset of any engagement, or during any significant transition.
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A diagnostic map that helps the family identify where to focus its attention.
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Which areas require immediate engagement, and where to begin.
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Foundational Practice Cases
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Case I · Enterprise Transition
The Hargrove Family
Whether the transition should proceed, and what obligations should accompany future ownership.
Studies in Endurance
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.
All conversations are confidential. EDP does not share information about families who reach out, whether or not an engagement follows.
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