Advisor Mode Active Expanded context and advisor rationale visible across all modules
Private Assessment

Seven questions. A clear picture of where you stand.

No right or wrong answers. This assessment maps your current operating position and surfaces the gaps that matter most. Seven questions, under three minutes. Nothing is stored.

Step 1 of 7Office Structure
How would you describe your current family wealth structure?
Select the option that best reflects your present operating model, not what you aspire to build.
Which asset classes constitute your portfolio? Select all that apply.
This helps assess reporting complexity and specialist resource requirements.
What are the principal's primary objectives at this stage?
Choose up to three priorities that are most relevant to your current situation.
Which operating challenges are most acute for your family office?
Honest identification of pain points enables a more precise advisory recommendation.
How is your family office currently staffed and advised?
Understanding your current team model helps identify competency and coverage gaps.
What is driving the timing of your current review or search for advisory support?
Urgency triggers help calibrate the pace and depth of the advisory engagement.
How would you characterise your family office's current level of institutional maturity?
Be candid. The quality of the recommendation depends on an honest self-assessment.
Diagnostic Output

Principal Profile

Institutional Maturity Score
InformalEmergingTransitionalInstitutionalisingInstitution-Grade
Recommended Advisory Pathway
Explore Engagement Options
Self-Assessment

Family Office Diagnostic Scorecard

Calibrate each dimension against your honest current-state assessment. Benchmarks are drawn from Citi Private Bank (2024, n=338), UBS Global Family Office Report (2024, n=320), Campden Wealth / AlTi Tiedemann (2024), and J.P. Morgan (2024, n=190). The scorecard applies weighted scoring to generate a maturity profile and priority action sequence.

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37 /100 Overall Score Emerging

Top Strengths

    Priority Gaps

      Advisory Note

      Wealth Vision Family Office Summary

      Generated from your diagnostic inputs. This note is formatted in the style of an institutional advisory brief — concise, evidence-based, and decision-oriented. Print or save for use in your next stakeholder discussion.

      Confidential Advisory Note — Principal Summary
      Family Office Assessment — Awaiting Diagnostic Input
      Date: — Classification: Strictly Confidential Prepared by: Wealth Vision Family Office
      Current State Assessment

      Complete the Principal Diagnostic above to generate a personalised assessment of your family office's current maturity, structural model, and operating context.

      Primary Risks Identified
      • Risk identification requires diagnostic completion
      Recommended Advisory Pathway

      Pathway recommendation is generated following diagnostic completion and maturity profile assessment.

      Suggested First Engagement

      First engagement will be recommended based on urgency triggers, maturity level, and principal priorities identified in the diagnostic.

      90-Day Priorities
      • Priority actions will be generated following diagnostic completion
      Complete Diagnostic to Personalise