As the complexity of wealth management grows and families navigate intergenerational transitions, a new imperative has emerged: aligning family office operations with institutional-grade standards. Our Family Office Diagnostic & Benchmarking Assessment is a tailored advisory service designed to evaluate the current state of your family office against the best practices of institutional investment funds and fully professionalized family offices.

Key Service Components:

• Comprehensive Structural Review: We assess your family office’s governance, investment policy frameworks, operating model, and risk management practices, benchmarking them against institutional standards to identify gaps and areas for improvement.

• Technology and Data Infrastructure Audit: Modern family offices must operate with a secure, scalable, and integrated technology stack. We evaluate your systems for data consolidation, reporting accuracy, cybersecurity, and automation readiness, with a focus on governance. Technology governance is not merely about tools—it defines roles, responsibilities, and decision rights to ensure consistency, accountability, and resilience across the organization.

• Operational and Investment Benchmarking: We compare your family office’s investment committee structure, due diligence processes, portfolio construction, performance reporting, and manager selection criteria against those used by leading institutional funds and sophisticated multi-asset platforms.

• Talent and Capability Mapping: We analyze whether your staffing model, external advisor relationships, and knowledge management protocols are structured for long-term success, including succession resilience and talent development.

• Institutional Governance Alignment: We examine whether your charter, advisory boards, and family councils promote transparency, enforce decision-making discipline, and align with the family’s values and long-term objectives—principles that are foundational in institutional environments.

Why It Matters:
Family offices are increasingly expected to mirror the operational integrity, transparency, and performance rigor of institutional peers—without compromising their tailored, relationship-based approach. This assessment empowers families with objective insights to reinforce trust, protect wealth, and elevate their office to the next stage of maturity.