FamilyOffice Discovery
A holistic approach to methodically assess a family office’s operating model against the family’s mission.
Introducing FamilyOffice Discovery
Quickly and visually understand your current operations and the key areas of focus moving forwards.
Family offices, like the families that they serve, are intricate entities. Visions, values, philosophies and objectives shape their structures, operations and resource allocation. This diverse range of operating models makes it difficult for family offices to find comparable reference points to assess their current capabilities and efficiencies and find opportunities to support the family’s ambitions and priorities more effectively.
Deloitte’s FamilyOffice Discovery tool provides a holistic approach to methodically assess your family office’s operating model against the family’s mission. Using Deloitte’s family office archetype model, FamilyOffice Discovery aims to help you quickly and visually understand your current operations and the key areas of focus moving forwards.
How it works
On completion of the FamilyOffice Discovery 10-minute online self-assessment, you’ll receive a personalised report with a summary of your results, including your family office archetype “blend”. Your unique blend visually summarises how your family office operates across six distinct family office archetypes - each with a specific set of attributes and focus areas - both for your current operations and desired future state. Your family office archetype blend serves as an initial step in identifying areas of strength and opportunity, catalysing your family office's journey towards change.
The six archetypes
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Administration and Compliance
Helps family clients to stay compliant with tax and legal requirements, and supports their personal needs.
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Business Focused
Typically embedded within the family business and sometimes considered a “family holding company,” focuses on supporting the family’s strategic and ownership objectives through their portfolio of operating businesses.
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Portfolio Management
Management of family wealth, focused on financial planning, wealth protection, longevity, and continuity.
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Direct Investment
High-finance capabilities, similar to Private Equity / Venture Capital, with an aim to drive wealth growth.
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Next Generation Focused
Trusted advisors and trustees who work on preparing the next generation to be stewards of the wealth.
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Philanthropy Focused
Delivering philanthropic efforts aligned with family principals’ vision and ideology.
Key questions
Key questions FamilyOffice Discovery may help you answer.
Get in touch
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