FEAT - Family Enterprise Assessment Tool

What is FEAT?

FEAT – Family Enterprise Assessment Tool, developed by Dennis T. Jaffe, PhD and Caroline Coleman Bailey of Premier Growth, is used as a foundation for proactive family governance and legacy planning.

Most families struggle with engagement and communication at some level. Add a family business and geographic dispersion into the mix and it can be even more complicated. FEAT can be a game-changer for cultivating a thriving family legacy. It helps bridge the gap that may be separating families and bring them back to the table.

Benefits of FEAT

  • Opportunity for proactive planning
  • Understand family perceptions
  • Provides structure for productive conversations
  • Allows every voice to be heard

Find out more about FEAT here.

Why now?

I’m a FEAT Certified Facilitator, and use the tool as part of onboarding for family enterprise clients.

Because families sometimes are “not ready” to proceed, I’m now offering FEAT as a separate short consult to families to assess what they are doing well and possible areas of improvement.

The FEAT Assessment Consult includes the following:

  • Planning meeting
  • Administer FEAT to nominated family members
  • 90 minute debrief and report to leadership group

To proceed or find out more, please complete the form below





    Praise for David’s Thought Leadership

    “

    David brings his professional and spiritual self to everything he does. This shows up so well in his work with families. As we all know wealth means well-being and financial capital is something else. David understands the profound difference a families’ experience of well-being will be as he helps it unpack this vast difference in consciousness and its outcome for them. .He helps the family put its efforts towards enhancing each individual’s and the whole families’ well-beings towards theirs and its flourishing.

    James E Hughes Jr - author of Family Wealth
    “

    David has been an inspirational and insightful thought leader as a member of PWN. He has presented for us on many occasions and always done an excellent job, with different and compelling content and ideas. Furthermore, he writes beautifully and express complex ideas through his writing exceptionally well. As an advisor he offers a unique perspective and an important offering for business families, focusing on releationship and succession challenges without having any conflicts of interest. I wouldn't hesitate to recommend his services and I often do.

    Richard Milroy, Private Wealth Network
    “

    David chairs the advisory board of GBA Capital and board of Koa Capital. He has excellent commercial acumen, good humour, and the ability to maintain our strategic focus. As a consultant, or board member, David is a trusted adviser and ongoing source of wisdom.

    Sebastian Jurd, Managing Director of GBA Capital, Co-Founder of Koa Capital
    “

    David is one of the most insightful thought leaders on family dynamics. I regularly read his newsletter and value his perspectives. I read his book “Transition” when I first started studying and applying the intellectual discipline of family business succession planning. It sits on the bookshelf beside my desk and I often refer back to it. Its wisdom is universal and timeless.

    Henry Brandts-Giesen, Dentons Kensington Swan