Is Your Family Office Technology Costing You $200K+ Annually?
Take our free 30-question Tech Health Assessment and discover exactly where you're losing time, money, and peace of mind.
✓ No credit card required
✓ Results delivered instantly
✓ Download your full PDF report
What You'll Discover
Get a comprehensive analysis of your family office technology across 6 critical dimensions:
Data Integration
Are you drowning in spreadsheets? Discover how much time you're wasting on manual data entry and reconciliation.
Automation
Find out which repetitive tasks are costing you 20+ hours per month and how to automate them.
Security
Identify critical security gaps before they become $500K+ breach incidents.
Reporting
Learn how to cut report generation time from days to hours with real-time dashboards.
Infrastructure
See if your systems are costing you $120K+ annually in maintenance and downtime.
Governance
Understand your compliance gaps and how to streamline audit preparation by 60-80%.
How It Works
Answer 30 Questions
5-7 minutes to evaluate your current technology practices across 6 dimensions.
Get Your Score
Instantly see how you compare to family office best practices with a 0-100 score.
Review Recommendations
Get personalized quick wins and strategic recommendations with ROI projections.
Download Your Report
Save your full assessment as a PDF to share with your team or stakeholders.
Ready to Uncover Your Technology Opportunities?
Join family offices managing $50M+ that have used this assessment to identify $200K-$500K in annual savings and efficiency gains.
Start Your Free Assessment →Takes 5-7 minutes • No credit card required