Asset Protection

Original price was: € 199,00.Current price is: € 0,00.


This questionnaire offers an in-depth look into strategies for long-term asset protection, wealth preservation, liability issues, and the impact of wills and trusts for optimal tax planning.

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Available in: English, Dutch, French, German, Spanish
  • The financial department that needs to review and analyze business structures to ensure steady growth.
  • The legal team looking to evaluate insurance policies and corporate structure from a strategic and economic standpoint.
  • The regulatory managers interested in helping their teams devise compliant tax plans.
  • The operations executives responsible for making sure wealth is protected and preserved through various measures.
  • The research department seeking to evaluate the effects of different tax strategies on overall company performance.
Asset Protection
Examining defensive strategies

Wealth Preservation
Maximizing return on investment

Liability Issues
Identifying potential risks

Tax Planning
Reducing tax burden

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. What tax strategies have you implemented?
  1. We have not implemented any.
  2. We have a comprehensive plan to reduce taxes.
  3. We employ a proactive strategy to stay compliant while minimizing tax burdens.

Q. How do you allocate your assets?
  1. We have no asset allocation plan.
  2. We have a basic asset allocation strategy.
  3. We have a fully formalized asset allocation strategy that we review regularly.
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
oliverwymanRJ2014 05_Sustainable Retail.pdf
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.


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