Do you really need a Family Office?

We help you answer that question. Then, if needed, we help you build the right one.

Our service is for owners who are starting to realize that managing wealth, legacy, business entities, investments, and advisors is a full-time job they eventually need to retire from.

A family office isn’t just for billionaires. But you do need about $10M of net worth for a Discovery Conversation to make sense.

If you have between 2 and 10 Million of net worth- check out our Pure Advice flat fee Total Advisory Services for a better fit.

It’s for people who want to organize complexity, protect what matters, and coordinate all the moving pieces- without becoming their own bottleneck.

Is This Right for You?
Our clients typically:

Own a Middle Market business or recently exited one
Manage complex estates, trusts, real estate, farm or private investments
Are planning for multi-generational legacy
Want help preparing the family for the wealth, as much as the wealth for the family
Feel overwhelmed managing multiple entities, advisors, accountants, attorneys, etc.
Want confidence that everything is integrated—and nothing is falling through the cracks

Bright living room with modern inventory

Total Annual Operating Cost Benchmarks

Lean Virtual Family Office: $250,000 – $750,000/year
Standard SFO with in-house functions: $1M – $5M/year
Complex SFO with direct investments, philanthropy, full staffing: $5M – $20M+

A standalone SFO usually only makes sense if normal investible assets exceed $100M+ .
If you have a lot of entity complexity, alternative assets, real estate, crypto, businesses, farms, or big family, then it can more than $50M million.
If you have some complexity, you would need about $25M for a Multi Family Office ... or about $10M to make a Family Enterprise or Virtual Family Office make sense for you.

🔹 Family Office Feasibility & Readiness Assessment

Not everyone needs a formal family office.
We help you assess readiness, evaluate cost/benefit, and identify your most pressing needs—without overbuilding.

Sometimes a Family Enterprise, Multi Family Office, or Virtual Family Office service is a better fit. If it is, we will tell you as soon as we find out in the process.
The rest of your fee will be refunded to you. This would almost always happen within the first 50 hours of work, and would be billed at $250 and hour.

Current State Discovery & Diagnostics: Investment Cost

While we actually charge on the complexity of your needs & work required: Knowing the Avg fees of business that are a similar size can give you an ideal of the ballpark investment needed for the results. Our goal is to 10X the value of the cost.

⬡ 3 Months & 36K USD Avg Fee for owners with 50-500 Million of Net Worth
⬡ 3 Months & 24K USD Avg Fee for owners with 10-50 Million of Net Worth looking to turn a Family Business into a Family Enterprise

We Do:
🔹Wealth and complexity assessment
🔹Functional needs analysis (tax, legal, philanthropy, investments, etc.)
🔹Family needs analysis (each nuclear family needs, people maps, etc.)
🔹Cost/benefit modeling vs. alternatives (VFO, MFO, outsourced solutions)
🔹Initial family governance and decision-making review

Does not Include VOP's or Valuations on businesses.

You Get: A asset map. A roadmap of cost, complexity, timeline for 2 to 3 options. A list of the exact milestones and major steps to do for the path you choose.

From here: You can do it on yourself, ask us for more help, or continue to Design.

🔹 Design Sprint

Custom family office structures built around you:

Single-family or virtual family office?
What functions do you need in-house vs. outsourced?
What do you want visibility into vs. never worry about again?
Do you need complex entity realignment?
Do you need any concierge services?

Design Sprint : Investment Cost

While we actually charge on the complexity of your needs & work required: Knowing the Avg fees of business that are a similar size can give you an ideal of the ballpark investment needed for the results. Our goal is to 10X the value of the cost.

⬡ 6 Months & 100K USD Avg Fee for owners with 50-100 Million of Net Worth,
with only one family branch
⬡ 9 Months & 125K USD Avg Fee for owners with 100-250 Million of Net Worth,
with up to two family branches
⬡ 12 Months & 150K USD Avg Fee for owners with 250-500 Million of Net Worth,
with up to three family branches

We Do:
🔹Optimal Entity Legal structuring (trusts, entities, governance docs)
🔹Operating model (staffing vs. outsourcing, oversight structure)
🔹Org chart, decision rights, and compensation strategy
🔹Draft investment policy, family mission, and legacy framework
🔹Facilitated Values-based planning

You Get: A asset map. A roadmap of cost, complexity, timeline for 2 to 3 options. A list of the exact milestones and major steps to do for the path you choose.

From here: You can do it on yourself, ask us for more help, or continue to Design.

🔹Implementation & Launch

Coordination

We try to align your existing team: accountants, attorneys, planners, trustees, investment advisors, so they work together toward your goals.

Facilitation

Family office leadership often involves difficult decisions, intergenerational planning, and clear governance.
We facilitate the conversations and structure that make your office work.

Building, Launching, Refining: Investment Cost

While we actually charge on the complexity of your needs & work required: Knowing the Avg fees of business that are a similar size can give you an ideal of the ballpark investment needed for the results. Our goal is to 10X the value of the cost.

Typical Fees: $50,000 – $250,000+ (depending on complexity)
Total Typical Time: 6, 9 or 12 Months to Launch depending on hiring practices.

Many build out firms will say that they can fully launch in 3-6 months, but most of those firms are only concerned about investments. They mistakenly believe a family office is only about deal flow.

We Do:
🔹Entity formation and compliance
🔹Hiring key personnel (CFO, CIO, COO, etc.)
🔹Vendor selection and integration (legal, investment, tax, insurance)
🔹Technology stack, security infrastructure, and data integration

You Get: A asset map. A roadmap of cost, complexity, timeline for 2 to 3 options. A list of the exact milestones and major steps to do for the path you choose.

From here: You can do it on yourself, ask us for more help, or continue to Design.

Ongoing Oversight

Typical Fees:

Annual Maintenance Inspections: $25K
Fractional oversight: $5k to $15k/month
Outsourced COO/CFO/Chief of Staff: $75K to $300K/year

Includes:

100% Pure Advice
Vendor coordination and performance monitoring
Budgeting, reporting, compliance oversight
Meeting facilitation, board governance, education for rising generation

You Get: The Weight Of Your Wealth is no longer a burden but a blessing to your family, loved ones, community, and legacy. You feel fulfilled in your significant life, and are ready to step toward the future.

🔹 Oversight

You may not want to run your family office. We can help oversee the operation, ensure accountability, and help you keep the right people in the right seats.
Often we can simply make check-in and do annual maintenance inspections.