What is a family office service stack?
A family office service stack is the coordinated set of advisors, platforms and providers supporting governance, tax, legal, reporting, investments, risk, cybersecurity, succession and administration.
Free family office tool
Is Your Family Office Service Stack Complete?
A free assessment for family offices, founder offices and wealth owners to identify advisor gaps, vendor overlap, governance risks and service-provider categories to review.
Family office service stack FAQ
Questions family offices ask before reviewing providers
Who should use this tool?
It is designed for single-family offices, founder offices, embedded family offices, multi-family office clients and wealth owners who want to identify provider gaps before adding more complexity.
Does the tool recommend specific vendors?
The report recommends provider categories first, such as tax advisors, reporting platforms, cybersecurity firms or succession advisors. Specific vendor selection should follow a diligence process.
Is this only for digital assets or Web3?
No. The assessment is intentionally broad. It covers core family office operations and can also highlight specialist needs for private markets, direct deals, venture exposure or digital assets where relevant.