Functional Tools
Analytical models and diagnostic checkers designed strictly for Single Family Office (SFO) parameters. All assumptions are explicitly stated in each tool.
SFO Setup Cost Estimator
Model Year 1 capital requirements and ongoing operating costs based on AUM and in-house capabilities.
SEC Exemption Diagnostic
Check if your planned structure and client types qualify for the SEC Family Office Rule exemption.
OCIO vs. In-House Calculator
Compare the basis-point cost of an outsourced CIO firm against hiring an internal investment team.
Tax Drag Simulator
Estimate the reduction in compound annual growth rate (CAGR) due to varying tax structures across asset classes.
PTC Jurisdiction Matrix
Compare Private Trust Company requirements across SD, WY, NV, and DE based on capital mandates.
Executive Carry Modeler
Structure phantom equity or direct carry waterfalls for non-family SFO executives.
Tech Stack Budgeter
Estimate annual software licensing costs based on asset complexity and required integrations.
Direct RE Yield Adjuster
Adjust gross real estate cap rates for internalized management costs typical of family offices.
DAF vs. Foundation Analyzer
Determine the tipping point where a Private Foundation's overhead justifies its control over a DAF.
SFO Cyber Risk Score
Self-audit tool for wire protocols, IAM, and physical security vulnerabilities.