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Calculators

• SFO vs MFO cost comparison: Compare what you pay an MFO with the cost range of running your own office.
• Which family office model fits?: A rough guide to MFO, virtual or single family office based on assets and how much you want to outsource.
• Fee drag over time: See how an annual fee changes ending wealth over a number of years.
• Fee structure comparison: Compare a flat fee, a tiered AUM fee and a retainer for the same family.
• Technology and reporting budget estimator: Estimate a yearly budget for reporting, consolidation and security tools.
• All-in Annual MFO Cost by AUM Band: Estimate annual multi-family office cost from assets under management, a tiered fee schedule, and fixed.
• Next-Gen Readiness Score: We use this score to see how prepared the next generation is to contribute to the family office. Rate each.
• Breakeven assets: SFO versus MFO: This calculator estimates the asset level where running your own single-family office costs the same as using.
• Compare multifamily offices: Side by side facts for 2 to 4 firms.