About the DNA Profiles for Families

The foundation of our unique methodology to DNA Family Succession Planning is having BOTH the family members and family advisors complete our internationally recognized DNA Behavior Personality Profiles. Our profiles provide differential insights to DNA Behavior which enhance the opportunities for transforming how families and their advisors make life, family succession, financial and investment decisions.

The differentiation of our behavioral discovery is having the ability to reliably predict how decisions are influenced by both a person's:

• Natural DNA behavior; and
• Life and financial motivations

With our DNA Behavior Profiling systems approach we are able to utilize strategic behavioral insights to help families build tailored Family Succession Plans to better guide them in making the right choices for a Quality Life. For advisors, the profiles assist in providing a customized family centered service experience.

Further, the power of the Family DNA Personality profiles for improving Family Succession Planning is that they provide family members with greater self understanding which gives them increased confidence and emotional commitment to their decisions. For the advisors, the profiles enable them to emotionally engage with the family members by having a deeper understanding of them.

We offer an extensive range of Family DNA Solutions that leverage the behavioral insight to build Family Performance in key areas such as communication, financial decision-making, life purpose, family succession, youth development and planned giving.