Multi-Familiy Office Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Multi-Familiy Office Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Multi-Familiy 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 Multi-Familiy Office specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Multi-Familiy 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Multi-Familiy Office improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. Did any officer, director, trustee, or key employee have a family relationship or your organization relationship with any other officer, director, trustee, or key employee?

  2. Does the next generation view your organization and management of the family office as an accurate reflection of the family values you are trying to pass along?

  3. Will your organizations receipt of revenue from the internal or external investment products or services affect its ability to be loyal, impartial and prudent?

  4. How does your organization use external organizations to provide trust-related services, including insurance, tax compliance and estate planning services?

  5. Is there an interface to insource all investment data and transactions on a daily basis automatically, or do some tasks have to be done still manually?

  6. Does the trustee have full-time, experienced personnel devoted to highly complex and time-consuming tasks related to properly managing a trust?

  7. Is the family office restricted in its strategy to asset allocations based on the market knowledge of the patriarch/matriarch/next generation?

  8. Has your organization proactively developed a philosophy of prevention which can reduce the demand for bigger apparatus and more personnel?

  9. Is there any standard or commonality with respect to how different multi-family offices interact with clients other professional advisors?

  10. Does a well-run multi-family office typically function as an intermediary between its clients and other professional service providers?

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 Multi-Familiy Office book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Multi-Familiy 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 Multi-Familiy Office Self-Assessment and Scorecard you will develop a clear picture of which Multi-Familiy 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 Multi-Familiy 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 Multi-Familiy Office projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. WBS Dictionary: Are estimates of costs at completion generated in a rational, consistent manner?

  2. Cost Management Plan: Environmental management Ð what changes in statutory environmental compliance requirements are anticipated during the Multi-Familiy Office project?

  3. Change Management Plan: What risks may occur upfront, during implementation and after implementation?

  4. Scope Management Plan: Has a provision been made to reassess Multi-Familiy Office project risks at various Multi-Familiy Office project stages?

  5. Procurement Audit: How do you deal with budget constrains and assurance needs?

  6. Procurement Management Plan: Is a pmo (Multi-Familiy Office project management office) in place which provides oversight to the Multi-Familiy Office project?

  7. Project Scope Statement: Are the input requirements from the team members clearly documented and communicated?

  8. Procurement Audit: Is the procurement function/unit organized the most appropriate way taking into consideration the actual tasks which the department has to carry out?

  9. Procurement Audit: Has the award included no items different from the already stated contained in bid specifications?

  10. Quality Audit: How well do you think your organization engages with the outside community?

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

1.0 Initiating Process Group:

  • 1.1 Multi-Familiy Office project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Multi-Familiy Office project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Multi-Familiy Office project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Multi-Familiy Office project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

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 Multi-Familiy 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 Multi-Familiy 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 Multi-Familiy Office project with this in-depth Multi-Familiy Office Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Multi-Familiy 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 Multi-Familiy 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 Multi-Familiy Office investments work better.

This Multi-Familiy 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.