How agile is your family office?

Results
Identity

Our leadership encourages people and does not command or control them.

Identity

Our leadership maintains ongoing awareness of priorities and redirects resources accordingly.

Identity

Our Family Office maintains awareness of its identity and makes modifications to policies to ensure all functions mirror Family Values.

Administration

Our Family Office is high-functioning and self-governing. There is an optimal level of involvement from Family members.

Administration

Our Family Office is evolving by implementing innovative strategies that involve cutting-edge hybrid workforce and digital workplace.

Administration

Our Family Office is focused on using the most up-to date technology, which enables new solutions and processes to be rapidly deployed.

Investment Management

Our Family Office has an investment policy that is reviewed at least annually.

Investment Management

We track new investment classes and reallocate capital when we see opportunity. Our planning, budgeting and resource allocation processes are flexible and frequent, and allow us to quickly shift resources.

Investment Management

Our Family Office is using an agile investment team design and has structured efficient and effective strategies to reach targeted goals.

Wealth preservation

Cybersecurity risks, other data privacy risks and fraud risks are monitored in an ongoing way, which enables a timely response to threats.

Wealth preservation

Our Family Office appeals to, inspires, and sustains talent to ensure our Family Office has the most skilled professionals to build and maintain an agile platform for our Family Office.

Wealth preservation

Our Family Office Governance Model includes a healthy appetite for, and an appropriate level of exposure to risk and uncertainty; members are creative, motivated, and enthusiastic to accomplish excellence.

Average
rating

Identity
Administration
Investment Management
Wealth Preservation
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Agile Family Office White Paper

The AlphaMille team shares how to create the optimal combination of stability, dynamic capabilities and cost-effectiveness.

Download the whitepaper

Family Charter White Paper

Sustaining family unity and the impact of family wealth are overarching concerns. AlphaMille experts discuss the problem areas and key elements of a Family Charter.

Download the whitepaper