The Most Important Activity
You Can Do for Your Family

Just like cars run on gasoline or electricity, families and their businesses run on information. Our 360-degree assessments provide real-world insights to align your family and business goals.

These short online assessments that can be done in 5 to 20 minutes, can give you real world information on your family
members' thinking, concerns, and thoughts for the future.

An Intelligence Engine for Enterprising Families and Advisors
Created by Family Business Experts Randel S. Carlock and Keng-Fun Loh

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At a Glance

The Advantage
You create a live case about your own family with family-centered 360 assessments.

More accurate - feedback reports with verbatim share how all of you feel in your own words.
Much Better Learning
Motivational because the family is supporting each other.

Experiential in identifying new behaviors. Eg., learning to share your feelings about your communication
Everyone Can Do It!
Written in plain language with information icons to help along the way.

Now in 13 languages so everyone can understand the questions and participate in the language they are most comfortable with.
Clarity and Focus in under 20 minutes
Short assessments with open-ended reflection questions to help your family focus on the big ideas.

Customised AI-powered Insights and actionable next steps.
Build Stronger Trusting Relationships
Make the Implicit thoughts, feelings, and desires Explicit.

Stimulates change with new Information into the family system.

360 Tools Live Now

basic

Parallel Planning Process
Basic360 Profile

to assess the performance of your family and business planning

Moon

Parallel Planning Process
Advanced360 Profile

to assess and benchmark the performance and importance of your family and business planning

Commitment

Communication360 Scorecard

to assess your family's communication effectiveness

Communication Family

Commitment360 Scorecard

to assess your family's commitment to the family business

Listening

Listening360 Scorecard

to assess your listening skills

Our Pricing Plans

Free 7-day trial (then pay-per-subscription)

Family

$ 99 USD / month
Or
$990 USD/year Save $198 USD / year
For smaller enterprising families with up to 10 participating family members.
Plan size
  • 7-day Trial of Basic360 Profile
  • Basic360, Communication360, Commitment360, Listening360
  • Pay-per-use for Additional Tools
  • User is Admin
  • 1 User
  • 1 Family
  • 10 Respondents (Pay-per-additional-respondent/per assessment)
  • 1 Assessment a Month (Pay-per-use for Additional Assessment)

Features you will love
  • 13 Languages
  • User Guides in 13 Languages
  • Mobile Friendly
  • Personal Email Support
  • Centralized Dashboard
  • Individual and Facilitator Feedback Reports
  • Interactive Family Dashboards
  • Progress Tracking
  • Access to FAB Library
  • Secure Document Storage (100MB)
  • AI-driven Insights
  • Auto Email Reminders
  • 1-Click Re-invite for Non-responders

Advisor

$ 169 USD / month
Or
$1690 USD/year Save $338 USD / year
For larger families (≥10 family members) or independent advisors and boutique advisory firms serving business families with ≤ 10 advisors.
Plan size
  • Basic360 , Communication360, Commitment360 , Listening360
  • Unlimited Assessments
  • 7-day Trial of Basic360 Profile
  • Pay-per-use for Additional Tools
  • Every User is an Admin
  • Unlimited Users
  • 5 Families
  • Unlimited Respondents

Features you will love
  • 13 Languages
  • User Guides in 13 Languages
  • Mobile Friendly
  • Personal Email Support
  • Centralized Dashboard
  • Standard Reports
  • Interactive Family Dashboards
  • Progress Tracking
  • Access to FAB Library
  • Secure Document Storage (1GB)
  • AI-driven Insights
  • Auto Email Reminders
  • 1-Click Re-invite for Non-responders

Advisor Plus

$ 329 USD / month
Or
$3290 USD/year Save $658 USD / year
For medium size professional firms with more than 10 advisors serving business families. (eg. lawyers, accountants, family offices and educators)
Plan size
  • Basic360 Communication360 Commitment360 Listening360 Advanced360
  • Unlimited Families
  • Unlimited Assessments
  • 7-day Trial of Basic360 Profile
  • Pay-per-use Access to Additional Tools
  • Multiple Admins & User-specific Access Rights.
  • Unlimited Users
  • Unlimited Respondents

Features you will love
  • 13 Languages
  • User Guides in 13 Languages
  • Mobile Friendly
  • Personal Email Support
  • Centralized Dashboard
  • Interactive Family Dashboards
  • Progress Tracking
  • Access to FAB Library
  • Secure Document Storage (10GB)
  • AI-driven Insights
  • Auto Email Reminders
  • 1-Click Re-invite for Non-responders
  • Facilitators Feedback Reports (White Label TBA)