Interactive tool
Family Office Builder
Answer twelve questions about your situation. The Builder scores the complexity and shows an example family-office structure: the model, an org chart, a build-vs-buy function matrix, and an illustrative cost band.
Educational tool: the output is a rule-of-thumb example, not financial, legal, tax, or investment advice. Nothing you enter is stored or sent anywhere except to compute the result.
Your example model ·
Illustrative annual operating cost band:
Illustrative example only — see the Cost Estimator to build your own line items.
Illustrative example only — see the Cost Estimator to build your own line items.
Example Org Chart
Build vs. Buy — Function Matrix
| Function | Typical approach at this stage |
|---|
Read Next
What the Builder Can Produce
A worked example: a family with $30–100M, 11–25 entities, some direct deals, and two generations typically lands here.
Example output · Stage 5/6
Mid-Sized Single Family Office
A structured organization (roughly six to fifteen people) with distinct investment and finance functions and formal governance.
Illustrative annual operating cost band: $1.5M – $4M
Family board / principalinternal
Managing director / CEOinternal
Chief Investment Officerinternal
Investment team (2–4 professionals)internal
CFO / Controllerinternal
Accounting teaminternal
Chief of staff & administrative teaminternal
Tax director (or outsourced tax lead)fractional
General counsel (or outside counsel)fractional
Technology / cybersecurity leadfractional
Real-estate / property managerinternal
Operating-company management (separate from the family office)internal
| Function | Typical approach at this stage |
|---|---|
| Investment strategy & allocation | internal |
| Manager selection & due diligence | internal |
| Direct-deal execution | internal |
| Accounting & bookkeeping | internal |
| Consolidated reporting | internal |
| Bill payment | internal |
| Tax preparation | hybrid |
| Tax strategy & coordination | internal |
| Legal & entity management | hybrid |
| Estate planning | outsourced |
| Real-estate / property management | internal |
| Insurance & risk | internal |
| Cybersecurity & IT | internal |
| Philanthropy administration | internal |
| Family governance & education | internal |
Educational example generated from rule-of-thumb complexity scoring — not financial, legal, tax, or investment advice. Work with qualified attorneys, CPAs, and advisors before creating any structure.