FOF-001 diagnoses your SFO or MFO operating model in seconds — governance gaps, succession blind spots, FINMA/MiFID II exposure, and investment policy weaknesses, all in one confidential assessment.
Most SFOs and MFOs operate with founding-generation structures that no longer match their regulatory environment, generational complexity, or asset scale.
FINMA FINIG/FIDLEG, MiFID II scope creep, FATCA/CRS reporting obligations, and nDSG data governance create compounding exposure that grows silently across jurisdictions.
First-generation founders hold the operating model in their heads. No family charter, no next-gen financial education framework, no governance handover plan — and one health event changes everything.
An informal IPS, no investment committee mandate, undocumented manager selection criteria — your portfolio governance has not kept pace with AUM growth or regulatory expectations.
One or two people hold all banking relationships, system access, and counterparty knowledge. Custody fragmented across 4–6 banks with no consolidated reporting — operational continuity is fragile.
Rising generations with different risk tolerances, values, and engagement levels — but no structured forum, no shared investment framework, and no family council to surface disagreements before they fracture governance.
Legacy systems, personal email for sensitive communications, no cybersecurity policy for HNW family data — the attack surface of a family office is equivalent to a mid-size bank with a fraction of the defenses.
FOF-001 ingests your office profile and returns a structured operating intelligence assessment across every critical dimension — in under 30 seconds.
No lengthy questionnaires. No consultant calls. Enter your office profile and receive institutional-grade operating intelligence in under 30 seconds.
Enter your structure (SFO/MFO/trust), AUM range, jurisdiction, and generational stage. Optional: describe your primary concern.
The engine maps your profile against governance frameworks, regulatory requirements for your jurisdiction, and succession best practices for your generational stage.
A full operating intelligence report: readiness score, governance score, compliance status, three priority risks with severity and specific remediation actions.
Use the priority action and strategic outlook to drive your next governance meeting, advisor briefing, or succession planning session — with clarity, not assumptions.
Every FOF-001 assessment produces a structured, confidential operating intelligence package tailored to your family office profile.
OPTIMIZED / FUNCTIONAL / DEVELOPING / AT_RISK — your current institutional maturity grade with narrative context.
Standalone governance quality rating covering IPS, investment committee, mandate structure, and service provider oversight.
COMPLIANT / GAPS_IDENTIFIED / REMEDIATION_REQUIRED / NON_COMPLIANT with the most pressing regulatory gap for your jurisdiction.
Ranked by severity (CRITICAL / HIGH / MODERATE) across six categories — each with a concrete, specific remediation recommendation.
The single highest-impact operational improvement you can initiate this quarter — specific, achievable, and sequenced for your maturity stage.
A two-sentence 12-month advisory note on your office's strategic trajectory — including succession horizon and governance evolution roadmap.
FOF-001 serves every stage of family office evolution — from first-generation SFO formation through multi-generational MFO governance maturity.
Liquidity event just completed. You have the assets, the motivation, and the mandate — but no governance framework yet. FOF-001 identifies your critical build-out sequence before the first advisor meeting.
Managing 5–25 families across multiple jurisdictions. Quarterly operating review with governance benchmarking, compliance gap tracking, and client reporting standards assessment.
G2 or G3 entering meaningful roles. FOF-001 maps succession readiness, next-gen alignment gaps, family council maturity, and the governance handover risk profile for your principal advisor.
Pre-audit diagnostic for Swiss and European family offices. Maps FINIG/FIDLEG registration exposure, MiFID II scope assessment, FATCA/CRS reporting completeness, and nDSG data governance posture.
Three tiers scaled to your family office complexity and advisory cadence. Cancel anytime.
Everything you need to know before your first assessment.
Enter your family office profile. Receive your operating intelligence assessment in under 30 seconds. 3 free assessments — no credit card required.