HLP CAPITAL ADVISORY · READINESS REPORT ™

Family Office
Readiness™.

Not a family office solicitation. A 16-dimension coordination diagnostic that surfaces which family-office model (or pre-office alternative) actually fits your household — and what pre-work makes the transition succeed.

◉ 16 DIMENSIONS
◉ 6 MODELS SCORED
◉ VOICE-ENABLED
◉ 20-25 MINUTES
Not a family-office solicitation. This is a coordination diagnostic. HLP does not manage assets, provide fiduciary investment advice, or represent a specific family-office provider. Findings surface which family-office structure fits your household — the licensed professionals you engage own execution, fiduciary duty, and regulated advice.
SECTION 01 · WEALTH SCALE 1 OF 16
◉ SCALE · 01

Household wealth scale.

The most-quoted family-office threshold is $100M — but reality is more nuanced. Below $30M, virtual/outsourced structures typically outperform. Above $250M, dedicated staffing starts to make sense.

◉ SCALE · 02

Wealth origin.

Origin drives complexity. Operating-business wealth needs governance for the concentration risk. Inherited wealth needs governance for family dynamics. Career/finance wealth typically needs the least infrastructure.

◉ FAMILY · 01

Family complexity.

Household count, generations, and blended-family dynamics drive coordination overhead more than any other factor. A $30M single-branch household is simpler than a $10M three-generation blended family.

◉ COMPLEXITY · 01

Asset complexity.

Traditional stocks/bonds portfolios need modest infrastructure. Direct real estate, private equity, hedge fund positions, and private credit each add complexity that traditional advisors struggle to coordinate.

◉ COMPLEXITY · 02

Entity structure count.

Every entity means additional filings, financial statements, and coordination overhead. Above 8 entities, most households need dedicated bookkeeping and administrative infrastructure.

◉ COMPLEXITY · 03

Geographic complexity.

Multi-state and cross-border presence adds tax coordination, entity coordination, and beneficial-ownership reporting that grows quadratically with jurisdictions.

◉ GOVERNANCE · 01

Family governance.

Formal governance separates wealth that survives generational transfer from wealth that gets dissipated. The Rockefellers institutionalized this. Most households never adopt it.

◉ GOVERNANCE · 02

Philanthropic infrastructure.

Structured philanthropy is the most-common gateway to family-office infrastructure. Foundations require boards, filings, and grant administration — this is where family-office overhead first becomes justified.

◉ OPERATIONS · 01

Current advisor bench.

Households with 6+ regular advisors typically need coordination that exceeds what any single advisor provides. This is the "silos" problem family offices exist to solve.

◉ OPERATIONS · 02

Advisor coordination.

The single strongest predictor that a family needs office infrastructure: advisors work in silos, no one has the full picture, and the family is the coordination layer by default.

◉ OPERATIONS · 03

Reporting infrastructure.

Consolidated household financial reporting is one of the most-requested family-office services — and one of the hardest for individual advisors to deliver alone.

◉ OPERATIONS · 04

Administrative load.

Bill pay · property management · staff coordination · insurance renewals · document filing. Households above $30M typically spend 10-20 hours per month on administration — hours that scale with wealth.

◉ SUCCESSION · 01

Next-gen preparation.

70% of family wealth is dissipated by generation 2. 90% by generation 3. Not because of tax — because of unprepared heirs. Family offices exist largely to prevent this.

◉ REQUIREMENTS · 01

Privacy requirements.

Public visibility, security concerns, and reputational exposure influence which office model is appropriate. Public-facing family names often justify dedicated staff over outsourced.

◉ STATUS · 01

Current office status.

Are you exploring the concept, transitioning from a coach/advisor model, unhappy with a current arrangement, or just starting the conversation?

◉ REPORT DELIVERY

Where do we send your report?

Chekelah's team reviews every submission within 48 hours. Full Family Office Readiness Report™ arrives as signed PDF.

◉ CLASSIFYING
—/100
SCORING

Your Family Office Readiness score is being classified across 6 possible operating models.

◉ 6 MODELS · MATCH-SCORED FOR YOUR PROFILE
DELIVERABLE
Full Family Office Readiness Report™ arrives in 48 hours
Chekelah's Capital Advisory team reviews every submission. Report includes: model recommendation with reasoning, cost comparison across the top 3 fit models, transition roadmap, and — where warranted — introductions to vetted MFO providers, family-office consultants, and virtual-office platforms.
← Back ◉ Auto-saved locally
◉ LISTENING · SPEAK NATURALLY