Are you ready for a family office?

Take the Family Office Readiness Assessment to find out in under 5 minutes.

​Free | Confidential | Personalized Report Delivered Instantly

How it works

We'll ask you 16 short questions about your wealth structure. In under 5 minutes, you'll get a personalized report that gives you a clear snapshot of how structured your wealth management system really is, and what type of model fits your family’s scale and complexity.

 

Step 1

Answer 16 structured questions

Explore areas like structure, governance, reporting, and advisor coordination.

 

Step 2

Receive your readiness report

Get your personalized report showing your Tier, CSI Score, and Next-Step Recommendations.

 

Step 3

Act on expert insights

Use your results to make informed decisions and bring clarity to your wealth system.

Why take this assessment?

Understand where you stand, and what comes next.

Managing significant wealth can be complex, with multiple advisors, scattered reports, and competing priorities.

This assessment gives you a clear snapshot of how structured your wealth management system really is, and what type of model fits your family’s scale and complexity.

  • Identify whether a family office model makes sense for you.
  • Benchmark your current wealth structure and coordination level.

  • Get tailored recommendations to strengthen governance, reporting, and control.

  • Receive a professional-grade report designed by Circle Family Office experts.