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Family-office fit: a 2-minute self-assessment

A two-minute self-assessment that reads the complexity of your financial life and whether coordinated, family-office-style support fits where you are. It's a reflection tool, not a qualification or advice.

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Educational only. Not tax or legal advice. See Disclosures.

Check every statement that sounds like you. There are no right answers — this simply reads the complexity of your situation.

I work with several professionals (CPA, attorney, advisor) who don't really talk to each otherI own a business or have significant self-employment incomeMy estate is complex enough that taxes or liquidity could be an issueI have meaningful investable assets or equity building upYou don't need a set number — this is about complexity, not a threshold.I don't have the time or desire to coordinate all of this myselfLeaving a coordinated legacy to family or causes matters to meI suspect there are gaps or overlaps in my current planMy financial life is getting more complex each year

Hypothetical illustration — educational only

Your fit signal: Foundational stage

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Turn the numbers into a plan

These tools give you a directional read. A short conversation turns it into a coordinated strategy built around your situation.

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Educational only. Not tax or legal advice. See Disclosures.