Family Office Toolkit

Downloadable Resources, Instant Access

Work with Administrative Services and accounting departments, the Human Resources department and the Family Office to create and maintain distribution lists for time sensitive and confidential mail.

More Uses of the Family Office Toolkit:

  • Interact with IT professional on behalf of the Executive Team .

  • Be accountable for developing and communicating educational content around investment managers on the platform.

  • Handle diverse client base from high net worth individuals Family Office, nonprofIT Organization to corporate accounting.

  • Audit: controller to lead day to day financial needs for the office and for family members.

  • Be certain that your enterprise takes initiative to share unique job related skills with other Legal Administrators and other staff; shares newly acquired knowledge with the Legal Administration team.

  • Lead and/or lead projects around investment products or Thought Leadership.

  • Evaluate: effectively manage workflow and processes through clear communication that is simple, effective and customized.

  • Evaluate: through comprehensive Investment Management, wealth planning, and Family Office services, you help clients achieve peace of mind for generations.

  • Ensure your goal to provide outstanding client service in order to help your clients achieve financial goals.

  • Provide administrative support to ensure efficient operation of the Family Office.

  • Ensure your operation complies; completes subscription agreements for investment funds to be held in trusts.

  • Oversee accounting and financial activities for the family and the investment office.

  • Guide: desire and commitment to developing new business and expanding your organizations relationships with existing clients.

  • Be accountable for serving Family Offices and high net worth individuals through your Wealth Management franchise.

  • Identify and administer or support communication mechanisms to share information on common areas of interest.

  • Manage and oversee Technology Integration and reconciliation between key custodian, financial advisory and trust administration partners/vendors.

  • Establish: way that demonstrates respect and care for family and staff and exceeds expectations.

  • Manage work with clients and advisors to review and facilitate trust and estate plans, business plans, insurance agents and Wealth Management plans.

  • Secure that your organization leads new business meetings and closes sales to organizational/Family Office investors.

  • Pilot: implement extensive Training and Development and partnership/ organization equity opportunities.

  • Audit: research deep dive into verticals and/ or industries to better analyze direct investments.

  • Evaluate: professional and discrete; able to handle Sensitive Information appropriately and liaise with colleagues and auditors effectively.

  • Audit: source, research, and evaluate external managers and potential direct investments.

  • Confirm your project ensures timely settlement of trading activity to reduce market exposure.

  • Ensure you cultivate; solid foundation in Family Office and Private Trust organization billing, fees, expense allocation and related services agreements.

  • Maintain relationships with vendors and identify additional potential providers.

  • Identify new investment areas that align with philosophy, values, and portfolio.

  • Ensure you designate; lead the management and Maintenance Of Data integrity for Performance Reporting and other Internal Processes.

  • Ensure you invent; solid foundation in reporting for individuals, trusts, and entities held by trusts.

  • Coordinate input from outside counsel and Professional Service providers in relevant areas.


Save time, empower your teams and effectively upgrade your processes with access to this practical Family Office Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Family Office related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Family Office specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Family Office Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Family Office improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are you verifying?

  2. Do you verify that Corrective Actions were taken?

  3. What is in scope?

  4. How do you link measurement and risk?

  5. For decision problems, how do you develop a decision statement?

  6. How much does it cost?

  7. The approach of traditional Family Office works for detail complexity but is focused on a systematic approach rather than an understanding of the nature of systems themselves, what approach will permit your organization to deal with the kind of unpredictable emergent behaviors that dynamic complexity can introduce?

  8. How can you become more high-tech but still be high touch?

  9. What is the overall business strategy?

  10. Who will facilitate the team and process?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Family Office book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Family Office self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Family Office Self-Assessment and Scorecard you will develop a clear picture of which Family Office areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Family Office Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Family Office projects with the 62 implementation resources:

  • 62 step-by-step Family Office Project Management Form Templates covering over 1500 Family Office project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Family Office project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Family Office Project Team have enough people to execute the Family Office Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Family Office Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Family Office Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Family Office project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Family Office project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Family Office project with this in-depth Family Office Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Family Office projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Family Office and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Family Office investments work better.

This Family Office All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.