Every statement goes in, and one balance sheet comes out.
Each advisor reports on their own piece. The assessment starts by putting every account, trust, entity, and commitment on a single page, organized by asset class, owner, liquidity, and cost.
Consolidated balance sheet
| Cash, six banks | $9.8M |
| Marketable securities, two custodians | $99.2M |
| Private funds, fourteen at NAV | $22.6M |
| Real estate, three LLCs | $17.3M |
| Residences, two | $9.5M |
| Operating company, family's 62% | $85.0M |
| Total assets | $243.4M |
| Loans, mortgage, and credit line | ($18.5M) |
| Net worth | $224.9M |
Illustrative family, September 30, 2026.
How I work
See everything first.
A recommendation is worth little until every account, entity, and commitment is on one page. The balance sheet comes before any opinion.
Count every fee.
Few families know what they pay in total. The assessment finds out, including the fees buried inside funds and products.
Answer the question asked.
The family wants to know whether to build a family office. The report recommends the structure that fits, explains why, and shows what each option would cost.
Disclose the conflict.
If the answer is yes, I could be a candidate to run the office or serve as its Chief Investment Officer. I say so at the first meeting, and my fee is the same whatever the verdict.
Should your family have a family office?
The assessment answers that question for a fixed fee, in a written report and an in-person presentation to the family.
See what the family receives All services