From the day the office is set up to the day the legacy passes — the right reference at every seat.
Serious family wealth isn't run on returns alone; it's run on structure, stewardship, and a family that stays whole. A family office is really an advisor pack — the estate attorney, the CPA, the investment manager, the trustee — and someone has to quarterback the play. This is the place that points each seat to its reference: set up the office, capture a liquidity event, grow the capital, plan the estate, hold the collections, and keep the family together through all of it. Every guide ships with a live Excel workbook.
Family Office · Pick the level that fits
Same practitioner voice at every tier — from the free cost estimator to the 415-page reference.
Related free tools & calculators
Every one of these is a working calculator or reference — no signup, no gate.
Instant SFO vs. MFO vs. fractional cost model with staffing scenarios.
Special needs trust funding sized to lifetime-care projections.
How ABLE accounts and third-party SNTs stack under Medicaid rules.
Asset-limit and income-cliff modeling for waiver-eligibility planning.
Itemized medical deduction sizing with AGI-floor sensitivity.
Required minimum distribution schedule under current law.
Claiming-age optimization across single, spousal, and survivor filings.
Corporate vs. individual trustee cost across asset sizes and complexity.
Trust-as-IRA-beneficiary decision tool for the 10-year-payout rules.
Fiduciary distributable net income and trust accounting income walk.
Section 663(b) worksheet for post-year-end fiduciary distributions.
Excess-liability coverage sized to household net worth and asset mix.
529 plan sizing with the SECURE 2.0 Roth-rollover overlay.
Composite readiness score across savings, income, and longevity.
Charter, governance, investment policy, bill-pay, insurance, AI policy, family meetings — how an SFO or MFO actually operates, with 23 matter workflows.
Just sold the business that funds the office? The eight moves that capture millions before close — QSBS, residency, charitable, R&W, ESOP.
The owner-mindset capital allocation behind Buffett, Munger, and the Outsiders — the framework that compounds across decades, not the next hot tip.
The post-OBBBA exemption, the state-tax overlay, and which trust does what — paired with the Trust Administration Guide for actually running them.
The art, the cars, the wine, the watches — managed as real financial assets: basis, total cost, insurance gaps, freeport storage, and the four exit paths.
The behavioral and family-systems work that decides whether wealth survives a generation — money scripts, the "shirtsleeves to shirtsleeves" pattern, identity after a windfall.
Your families need to understand structure, tax, and stewardship in language they'll actually read. Put your name on these free tools and give your clients decision support they'll actually use — the relationship stays yours.
Co-brand the tools with your name →The 2023 combination of Michael Dell’s family office with Byron Trott’s merchant bank is the clearest live example of a single-family office scaling into an institution. The profile walks the seven capabilities the merger produced, the Trott–Buffett–Dell relationships behind it, the competitive set, five paths it could evolve along, and the practitioner questions to ask any firm that pitches your family the same model.
Read the profile →The free practitioner reference for families evaluating a fractional family office — whether it fits, how to evaluate any provider, and how to fairly assess a bundled AUM relationship you’re already in.
Download the free PDF → Edición en español (Beta) →