SFO Lightweight Edition

Single Family Office (SFO) Administration Needs Questionnaire

Estimated completion time: 2-3 minutes

Thank you for taking the time to complete this questionnaire. This version is specifically designed for Single Family Offices (SFOs) / Internal Wealth Holdings managing primary family capital. The purpose is to understand your asset structure, banking/custody complexity, and statutory compliance needs to provide a clear, tailored service proposal.

All information provided will be treated as strictly confidential and used solely for service scoping and pricing purposes. If you would prefer to execute a mutual non-disclosure agreement (NDA) before sharing information, we would be pleased to accommodate this.

Use the Full Questionnaire (5-8 min)" data-zh="管理商业基金或多家族办公室（含外部LP）？使用完整版问卷（5-8分钟）">Managing a Commercial Fund or Multi-Family Office with external LPs? Use the Full Questionnaire (5-8 min)

0. Contact Information

Full Name & Title *

Family Office / Entity Name *

Work Email *

Phone Number / WeChat (Optional)

A. Family Entity & Structure Size

A1. Current Assets Under Management (AUM) (Required)

Select your currency and enter the AUM amount or range in any format you prefer.

A2. Operating Jurisdiction / Entity Setup (Required, Multi-choice)

A3. Total Number of Family Legal Entities / Holding Companies (Required)

Count standalone legal entities, HoldCos, SPVs, Operating Entities, and Master/Umbrella Entities (excluding Sub-Funds/SPs).

A4. Active Sub-Funds / Segregated Portfolios (SPs) / Series (Required)

Please specify the number of active Sub-Funds / SPs / Series. Each unit requires separate financial statements and reconciliation.

B. Asset Classes & Banking / Custody Setup

B1. Primary Asset Classes Managed (Required, Multi-choice)

B2. Total Number of Bank / Brokerage / Custody Accounts (Required)

This helps us evaluate account reconciliation complexity.

B3. Primary Investment Currencies (Required)

C. Service Scope Required

C1. Which services do you wish to outsource? (Required, Multi-choice)

C2. Preferred Financial / Asset Reporting Frequency (Required)

D. Current Setup & Timeline (Optional)

D1. Current Operational Setup

D2. Expected Service Start Date

D3. Additional Comments or Specific Requirements (Optional)

If you already have an entity structure chart or asset summary, you are welcome to send it by email to mlliao5127@163.com so that we can prepare a more accurate estimate.

Thank you for your response.

Upon receiving your information, our Family Office Services Team will prepare a customized service proposal and pricing estimate within 1-2 business days.

If you require a Mutual NDA prior to further discussions, please let us know and we will arrange it immediately.