Tools for families
Clarity, before the conversation.
Four private tools to help you see where your family stands. No sign-up, no sales call attached. Every figure is indicative and yours alone.
01
Family Office Readiness
A short diagnostic that maps your family to the right engagement model.
5 minutes · a recommended engagement modelTake the quiz
02
Legacy Projector
Model multi-generational corpus growth, inheritance, and giving.
Interactive · corpus across generationsProject your legacy
03
Portfolio X-ray
Reveal concentration risk, allocation gaps, and fee leakage. Indicative.
Instant · concentration, gaps and fee leakageAudit a portfolio
04
Market Intel
Live FX, indices, and fund signals, with transparent fallbacks.
Live · FX, indices and fund signalsOpen the desk
Tools run in your browser. Outputs are illustrative and indicative, not investment advice.
Why we built these
Good decisions start with an honest picture.
Most families have never seen their wealth laid out in one view. These tools give you that picture in minutes, privately, so that if and when we do speak, the conversation starts from clarity rather than a blank page.