Abundance Test

Your Family Abundance Test

Test your Family Abundance for taylor-made Family Office Services.

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1. Money Management

Select the option that describes your Money Management habits best.

A. Your wealth is invested the same way as when you started.

B. You have been meaning to put time aside to research better options, but you never seem able to make the time.

C. Your wealth is invested with several banking institutions, but you have no means of independently assessing their performance.

D. Your wealth is invested according to a strategic plan which is implemented by best-in-class asset managers and their performance is optimized.

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2. Tax Efficiency

Select the option that describes your Tax habits best.

A. You have no time to set aside to arrange your finances in a way that reduce the amount of taxes you pay.

B. You are making some use of tax mitigating measures, but you know more can be achieved.

C. A structure is in place to mitigate most taxes, but issues may arise later, and the tax plan has not been aligned with the investment plan.

D. A sophisticated and up-to-date tax plan has been established: to achieve maximum tax savings; to increase your wealth and the wealth of the generations to come.

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3. Trusting

Select the option that describes your type of Trust best.

A. You find it difficult to trust other people and prefer to manage your wealth yourself, despite not having the experience or knowledge to do so.

B. You have an idea of how your wealth could be managed but you still need to find the right advisor or asset manager.

C. You work with an advisor or asset manager you have come to trust over the years, and you believe more can be achieved.

D. Your greatest satisfaction comes from the confidence of working with a great team of advisors and asset managers who help you grow.

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4. Legacy

Select the option that describes your relationship with Legacy best.

A. You do not have enough time to spend with your children. Your daily business takes all you can give.

B. You now have more time than before to interact with your children. You regret the missed time that has passed and cannot be brought back.

C. You have a good relationship with your spouse and your children, and you deeply care for their education and their life plans. Yet you fear that they may make bad choices when you are no longer here to guide them.

D. You have planned and implemented a way for the whole family to interact with each other freely, where all viewpoints are discussed and accepted. Your family values will endure into the generations which follow.

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5. Freedom to Create

Select the option that describes your level of Freedom to Create best.

A. You are bogged down in daily activities that prevent you from finding the time to formulate and pursue other ideas.

B. You have several ideas you want to pursue but you do not know where to start.

C. You have done all you can to create something new, but you think more could be achieved.

D. You have the freedom to do what you want when you want and for how long you want. You can successfully implement any of your ideas or help other people or family members to realize their own ideas.

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6. Influencer

Select the option that describes your level of Influence best.

A. You are not easily influenced by others and consider yourself to be someone who knows their own mind.

B. You worry about making recommendations to people you know in case the consequences are not good, and they blame you.

C. You are happy with your team and only refer these relationships to others when you feel it is appropriate.

D. You are a constant source of quality referrals to those in your team with whom you manage your wealth and lifestyle.

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7. Gratitude

Select the option that describes your level of Gratitude best.

A. You are not satisfied with the progress you have made to date and fail to acknowledge your achievements.

B. You are self-critical of what you have achieved and frustrated by the lack of contribution that other people have made to your progress.

C. You are satisfied with what you have achieved and recognize that other people have helped you get to where you are now.

D. You are grateful for what you have. You lead a lifestyle of choice and find time to help others who are not as fortunate as you.

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8. Financial Decisions

Select the option that describes your Financial Decisions best.

A. You have always struggled to understand the way finance works and you have no one you can ask.

B. You have some knowledge of finance, but you are still reliant on the honesty and transparency of your asset managers.

C. You have a sound knowledge of finance, and you can discuss financial matters with asset managers at a professional level, yet you struggle to find time to prepare yourself for these discussions.

D. You have a team that has processes in place that are checked and continuously improved. Regular in-depth reporting provides you with all the information you need. When issues arise that need your decision you can give it your fullest attention.

We appreciate your participation

in our Family Abundance Test!

If the majority of your selected answers are C and D, you are likely heading in the right direction toward attaining genuine Abundance!

Conversely, if your answers lie within the range of A and B, at The Cecily Group, you have arrived at the best location to receive the necessary support and guidance.

In order to obtain your thorough test results, please kindly provide us with your email address below:

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1. Money Management

2. Tax Efficiency

3. Trusting

4. Legacy

5. Freedom to Create

6. Influencer

7. Gratitude

8. Financial Decisions

We appreciate your participation

in our Family Abundance Test!

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