Build the Family Wealth
That Lasts for Generations.
See your family clearly across the Five Capitals and discover where focused conversations can create greater connection, purpose, and lasting legacy.
If you have been invited by a family member, please click the private link in your email.
Already have an account? Log in
A Framework for Seeing Your Family Clearly
Inside the book Beyond Fortune, the Stone family didn't just change their financial plan. They changed how they saw their family. The turning point was honest, generous conversation around five dimensions most families never measure.
We've turned that same framework into a simple Assessment Tool you can use to assess how your family is thriving from your perspective and, by invitation, from the perspectives of others in your family.
What the Family Wealth
Balance Sheet Will Show You
Where your family is genuinely thriving, and where there's room to grow
Which of the Five Capitals deserves your attention first
A starting point for the conversations that matter most
Now you can take an assessment similar to the one the Stones took, on your own, or with your family.
A Simple Tool for
Meaningful Conversations
- Why do some families create wealth but little harmony?
- Why does the next generation often inherit the financial wealth, but not the foundational wisdom, principles, and purpose?
What You Will Discover
Your Family's Baseline: Rate your family across each of the Five Capitals to see where you are genuinely thriving and where there's room to grow.
Your Priorities: Identify which capital deserves your attention first, and why that matters for the generations that follow.
A Starting Point: Leave with a concrete foundation for the conversations that will shape your family's legacy.
What's Inside
- Assessment:Encrypts your responses for each of the Five Capitals.
- Length:About 12-15 minutes.
- Access:Immediate access.
- Controls:Save your results. Invite your family.
If you have been invited by a family member, please click the private link in your email.
Already have an account? Log in
True Family Wealth
True wealth is more than money passed down. It's built on five forms of capital.
Spiritual Capital
Shared values and purpose to guide your family.
Relational Capital
Deep trust and connection to unite your family.
Human Capital
Character, competence, and health to empower each member.
Societal Capital
Your family's positive impact to shape our world.
Financial Capital
Resources stewarded to fuel what matters most.
The Interactive
Assessment
This is an immersive experience so you and your family can take the Five Capitals assessment together, anywhere, anytime with personalized insights using the Thriving Family System framework.
Invite family members to add their perspectives and explore your results together.
Creators of the Family Wealth Balance Sheet Assessment
Lonnie & Shelley Gienger
For more than 25 years, Lonnie and his wife Shelley have worked with business owners, executives, and families of influence around the world, helping them integrate financial success with purpose, relationships, and long-term legacy. Lonnie Gienger is Partner & CEO of Wilkinson and Founder of the Thriving Family System.
For over twenty years, he and Shelley have been multigenerational practitioners, delivering interactive experiences designed to help you build a family legacy that flourishes for generations.
They don't teach theory. They teach what they live.
Would you prefer to receive the assessment as a printable PDF?
Complete the form and we'll email you a link to download the PDF you can distribute within your family.