Benchmark your capabilities across five critical domains and discover how you compare to leading Single Family Offices worldwide.
Family offices today face increasing complexity and higher expectations for transparency, speed, and insight.
40% of Single Family Offices still rely on spreadsheets, leading to fragmented and outdated data.
Critical capabilities like unified data aggregation, advanced analytics, and ESG tracking remain gaps that limit decision-making effectiveness.
Next-generation family members are pushing for digital transformation and real-time tools.
Leading family offices are gaining competitive advantages through sophisticated analytics and data-driven decision making.
Our assessment evaluates your capabilities across the most important areas for modern family office operations
Timely, accurate reports that pinpoint drivers of returns across your entire portfolio
Alignment with ESG goals and comprehensive impact tracking across investments
Confident cash forecasting and sophisticated “what-if” scenario analysis
Single source of truth that consolidates data across all investment types and platforms
Tailored insights and reporting for each family member and stakeholder
A comprehensive, data-driven assessment designed specifically for Single Family Offices
You will answer a series of questions grouped into the five domains above. For each question, select the statement that best describes your family office's current practice.
The questions are designed as multiple-choice self-assessment items, each mapped to a score (e.g. 1 to 4 points). Higher scores indicate more advanced capability or alignment with best practices in that area.
After completing all sections, your points will be tallied to produce:
An Overall Analytics Maturity Score (0–100) – indicating your family office's general level of sophistication across these domains
Subscores for Each Domain – so you can see, for example, that you excel in Performance Reporting but lag in Liquidity Planning
Based on your score, you'll receive instant feedback including:
A tier ranking (comparing you to peer SFO benchmarks)
An interpretation of what that means for your operations
Personalized recommendations for improvement
The result isn't a generic one-size report – it dynamically adjusts to highlight your weakest areas (your biggest “jobs to be done” opportunities) and provides guidance on next steps.
Join leading Family Offices who have already benchmarked their analytics capabilities. The assessment takes just 5 minutes and provides immediate, actionable insights.