HomeNeutral EvaluationUse casesFamilies & private wealth
TN/USE/25
Edition 2027 · effective 1 January 2027
Families & private wealth · A family business choice
Sell, keep, split, professionalise: every option has a family member behind it.
An evaluator gives the whole family the same independent analysis of the options, so the family council decides on shared facts.
§ 01The evaluation question
What the evaluator is asked.
“Which option for the family business best serves its owners, its future and the family?”
(The question)
Commissioned by. Family council, family office
When. Before a strategic family decision
Usual protocol. A · Joint-party evaluation
§ 02What is examined
The evidence, and the output.
The evidence
Material reviewed, and what was not available, is always stated.
- Business performance and prospects
- Each option’s value and risks
- Family members’ stated objectives
- Governance implications
An options evaluation the family can share
A reasoned view. The decision stays with you.
- It will not: choosing for the family
§ 03Depth and time
Usually: Clarity DeepView™.
A full twelve-part INE™ report. Typical time: Three to five weeks.
§ 04Your version
Every case is different. Frame yours.
§ 05Related