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2
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If public markets dropped 30% in the next 12 months, emotionally, I would likely feel 👇
A
Extremely uncomfortable — I'd probably react
B
Uneasy, but I wouldn't change anything
C
Mostly unfazed — I'd see it as noise
D
Curious — I'd look for ways to deploy capital
3
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Today, roughly how much of my net worth depends on my continued active involvement (business, profession, deal-making)?
A
75%+
B
50–74%
C
25–49%
D
Less than 25%
4
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If my income paused for 12 months, what would realistically happen?
A
My lifestyle would be meaningfully impacted
B
I'd need to reduce spending
C
I'd be fine, but more cautious
D
My capital would keep compounding uninterrupted
5
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When I think about downside protection, which feels most true?
A
I don't have intentional protection — I rely on diversification
B
I have some, but it's informal
C
I have protection, but it's deal-specific
D
Yes — protection is built in at the portfolio level
6
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When I zoom out, my wealth is mostly owned through 👇
A
Me personally
B
A mix of personal ownership and entities
C
Entity-owned with intentional structure
D
Institution-style ownership and governance
7
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What percentage of my assets produce cash flow without my daily involvement?
A
Less than 25%
B
25–49%
C
50–74%
D
75%+
8
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If someone else had to step in and manage my capital tomorrow, there would be 👇
A
Confusion and gaps
B
Partial documentation
C
Clear instructions, but no real system
D
Clear systems, rules, and reporting
9
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Last year, my approximate effective tax rate was 👇
A
40%+
B
30–39%
C
20–29%
D
Below 20%
10
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When it comes to taxes, my current approach is best described as...
A
I find out what I owe at filing time
B
I react once income is known
C
I plan annually with advisors
D
Tax strategy informs every allocation decision
11
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My use of institutional tax tools (depreciation, deferral, entity planning) is...
A
Mostly awareness, little implementation
B
Occasional use
C
A consistent part of my strategy
D
Foundational to how I deploy capital
12
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Most of my investment opportunities come from...
A
Public markets or retail platforms
B
Syndications or funds after launch
C
Select private deals
D
Direct access to operators before allocation
13
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When the right opportunity shows up, I can realistically deploy capital in 👇
A
60+ days
B
30–60 days
C
14–30 days
D
Less than 14 days
14
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My experience co-investing alongside operators is:
A
None yet
B
Once
C
A few times
D
Regularly
15
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If something unexpected happened to me, my wealth would...
A
Become chaotic
B
Be handled legally, not strategically
C
Follow a plan, but without education
D
Be supported by a system and stewardship process
16
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The next generation has been educated on capital stewardship (not just inheritance):
A
Not at all
B
Informally
C
Through advisors
D
Through active participation
17
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My approximate net worth (excluding my primary residence) is:
A
Under $1M
B
$1M–$2.5M
C
$2.5M–$5M
D
$5M–$10M
E
$10M+
18
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My currently available liquid or near-liquid capital is:
A
Under $250K
B
$250K–$1M
C
$1M–$3M
D
$3M–$10M
E
$10M+
19
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Ideally, I'd like to deploy capital so it can start compounding 👇
A
Immediately (0–30 days)
B
Soon (1–3 months)
C
This year (3–12 months)
D
Not actively deploying right now
20
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Are you an accredited or sophisticated investor?
A
I'm neither
B
Yes — I'm a sophisticated investor (an individual with advanced financial knowledge, experience, and understanding of risks)
C
Yes — I'm an accredited investor: my net worth exceeds $1M individually or jointly with a spouse, excluding your primary residence
D
Yes — I'm an accredited investor: I've earned $200K+ per year individually (or $300K+ jointly) for the last two years
E
Yes — My entities have total assets in excess of $5M and were not formed specifically to purchase the securities
21
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The statement that feels most true for me today is...
A
I'm still exploring
B
I want clarity before acting
C
I'm actively restructuring my wealth
D
I'm ready to create my multigenerational freedom