Family Office Quick Scan
In just 30 statements, discover where your family office truly stands and where it can go. Our diagnostic touches every major dimension — from investment oversight to governance to succession readiness.
How it works
For each statement, rate how true it is for your current setup:
- 1 — Rarely / very basic / ad-hoc
- 2 — Occasionally / foundational
- 3 — Moderately / structured
- 4 — Frequently / advanced & integrated
- 5 — Almost always / leading-edge
Takes approximately 5 minutes
Quick Scan
Please answer all 30 questions
Your Results Are Ready
Enter your details below to see your Family Office Maturity Level and detailed breakdown.
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out of 150 points
Level —
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Score Breakdown
Next Step
Go Deeper
Your Quick Scan reveals the surface. Our Full Assessment — a structured, advisor-guided deep dive across all 12 dimensions — uncovers what's underneath.
Book a Private ConsultationConfidential · No obligation · 30 minutes