Before designing a family office, we ask the family 50 questions. They cover the family's goals, who is involved, what services are needed, how the office will be staffed, how it will invest and how decisions will be made.
Why start with questions
Families often start by asking which structure to use. The answers to these questions usually make that choice obvious. They also show where family members disagree, which is better found before money is spent.
Get the worksheet
The Family Office Creation Kick-Off Questions worksheet is free. Request it with the form on the resources page. It pairs well with Part 1 of the series and with how to start a family office step by step.
Educational only. Nothing on this site is investment, tax, legal, accounting or other professional advice, or a recommendation on any security, manager, structure or allocation. Speak with qualified professionals before acting.