Align Your Family Around Core Values.
COREfamily is COREnology's suite of values-based assessments — facilitated through your financial advisor — that helps families identify what they stand for, surface hidden friction points, and align around shared priorities, so wealth, leadership, and legacy can be passed on with intention.
Who it's for
Families preparing to transfer wealth, a business, or leadership to the next generation. Couples navigating big financial and life decisions together. Multi-generational families where everyone needs to understand each other's values before they can truly align. If people in your family are pulling in different directions — or you're not sure they're ready for what's coming — this is where to start. COREfamily is delivered through your financial advisor, who walks your family through the results.
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What you'll get
- COREvalues™ — each person's actual values, clearly identified
- COREculture™ — a picture of how your family actually works together
- COREviews™ — each person's relationship with money and wealth, shaped by their history
- COREobstacles™ — the roadblocks that could derail wealth transfer before they cause damage
- COREpriorities™ — the top areas your family wants to improve
- Built-in recommendations and next steps inside every report
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How it works
- Assess — each family member takes their own assessments (5–15 min each, ~30 min for the full suite)
- Plan — results combine into a family profile showing where values align and where gaps exist
- Review — go through the reports together with your financial advisor, using the built-in recommendations
Key takeaways
- Alignment on views of wealth and estate planning
- A shared vision of the future across generations
- Better financial and estate planning decisions
Get started at corenology.com →
