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Destiny Family Office Scorecard

Mapping Your Journey

Understanding where you are is a critically important first step, regardless of where you want to go.

Our proprietary self-assessment tool will — with the investment of only 10 minutes of your time — deliver insights that will inform your thinking, interactions with your family and other trusted advisors, and offer actionable next steps for you to consider implementing across a range of criteria.

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We seek to deliver unique value and “single-family” level services to all our Family Office clients. Recognizing that no two situations are alike, our proprietary Scorecard will help you evaluate and “score” where you are across ten criteria, focusing on your current situation, challenges, and opportunities, and gauging where you ideally want to be.

Your submitted Scorecard will be reviewed by a Destiny Family Office team member who will then follow up with you to gain deeper insight into your purpose, goals and aspirations. Together with you, the appropriateness of next steps can be considered.

Your investment of 10-minutes to complete the Scorecard will provide you with insights into your situation that may well be profound.

Please evaluate yourself candidly, entering the number most closely aligned with your current thinking, situation and objectives.

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