Family Office
FO qualification
Assess complexity and governance readiness. Receive an educational discovery report — not a commitment to establish a family office.
In brief
What does Family Office qualification do?
It scores complexity, governance and operating readiness, then suggests an educational pathway (Education, Virtual FO, Establishing FO, or Institutional FO) with service links and a meeting agenda. It is not regulated advice.
This Family Office qualification is educational. It does not establish a family office, create fiduciary duties, or provide regulated legal, tax or investment advice. Complex families should engage qualified professionals.
Step 1 of 4
Family wealth complexity
Signals that help size a virtual vs fuller family-office operating model.
Approximate family wealth band (indicative)
Entity complexity
Generations involved in decisions
Jurisdictions with assets or heirs
Business ownership