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Family office fit check

I use this check to decide whether family offices belong on an initial research list. A score cannot tell me whether a specific office is a fit or whether it will invest.

01 Can I explain in one sentence why a family office could be relevant to this opportunity?
02 Have I identified a specific family office or a clear group to research?
03 Can I find a stated investment interest that appears connected to the opportunity?
04 Can I explain the opportunity without relying on jargon?
05 Can I describe the team's relevant experience accurately?
06 Can I explain the intended use of capital?
07 Have I identified key assumptions and known uncertainties?
08 Can I provide organized information when asked?
09 Do I have a relevant reason for contacting this office?
10 Can I keep a thoughtful follow-up process going without assuming interest?

Results appear here as you type.

General education only. Not legal, tax or investment advice. A score is a starting point for your own review and makes no judgment on suitability or compliance.

How scoring works

Each yes scores one point, for a total out of 10. Family offices differ, so this is an educational self-check and makes no recommendation or prediction.

Related: all family office questions and the glossary entry for family office.

Richard C. Wilson

About Richard C. Wilson

Richard C. Wilson has run the Family Office Club since 2007. It is the largest investor club in the world by media reach. The 15-person team hosts 30 events a year, including 16 in person, and has hosted more than 340 events since 2007. Richard shares what he has learned on the Centimillionaire Strategies YouTube channel.

Text or WhatsApp Richard at (808) 600-9260 or email Richard@FamilyOffices.com with a question about your raise. More about Richard.

General education only. Not legal, tax or investment advice.