No unified view of the family office’s complete financial picture.

 

​Organizational structure is missing, overly complex, risky, or tax-inefficient.

​

No clear cash flow plan or liquidity strategy to meet tax, debt service, or capital call needs.

​

No reliable reporting on personal wealth and trusts.

​

Too few or too many tax strategies with no one monitoring or coordinating them.

​Estate plans not implemented (e.g. unfunded trusts or ownership misaligned).

​

Generational engagement is growing but structure and reporting aren’t keeping up.

​

A family office struggling to keep up with reporting, lending, compliance, filings, and other documents.

 

No single voice asking, ‘Does this all actually work for the family office?’