Working library
Tools & calculators
Decision-support artifacts you can actually use in a board meeting. Calculators run client-side; templates and frameworks download after a one-time email confirm. We never sell or rent emails.
Interactive tools
Vendor-neutral models you can use in the browser — no download required.
- Operations & Technology
Technology stack explorer
A vendor-neutral map of the family office technology stack — what each category does and what to evaluate.
- Operations & Technology
Vendor evaluation matrix
Weight the criteria that matter to your office and compare solution categories in real time.
- Governance & Succession
Single vs multi-family office breakeven
Model where a dedicated single-family office stops costing more than a shared multi-family one.