Family Office Administration Needs Questionnaire

Please select the option that best describes your entity type. This helps us tailor the questionnaire to your specific structure and needs.

SELECT YOUR ENTITY TYPE
SFO LIGHTWEIGHT

Single Family Office

~ 2-3 minutes

For single family offices / internal wealth holdings managing primary family capital. No external LPs.

  • Consolidated asset / portfolio reporting
  • Bank & custody account reconciliation
  • Tax exemption & regulatory filings (13O/13U, ES)
  • Corporate secretarial & compliance support
Start SFO Questionnaire
FULL VERSION

Commercial Fund / Multi-Family Office

~ 5-8 minutes

For commercial funds, multi-family offices, or vehicles with external LP pooling. Includes full fund lifecycle & investor complexity.

  • Fund accounting & NAV calculation
  • Capital call / distribution & waterfall
  • LP investor management & side letters
  • Transfer agency & full regulatory reporting
Start Full Questionnaire

All information provided will be treated as strictly confidential and used solely for service scoping and pricing. If you prefer to execute a mutual NDA before sharing information, please let us know.

Start with the SFO version — you can always switch later." data-zh="不确定选哪个？从 SFO 版本开始——您可以随时切换。">Not sure which one to choose? Start with the SFO version — you can always switch later.