Family Office Decision Tool

A simple interactive tool to help determine the appropriate family office structure based on your situation.

What it does

Asks 4 questions about:

• Investable assets (AUM)
• Privacy and control preferences
• Governance capacity
• Complexity of needs

Then recommends one of:

• SFO (Single Family Office) - dedicated organization for your family
• MFO (Multi-Family Office) - shared platform with other families
• VFO (Virtual Family Office) - coordinated independent specialists
• Hybrid - combination approach

Usage

Open index.html in a browser. No server required.

Deploy to GitHub Pages

1. Create a new GitHub repository
2. Push this folder
3. Go to Settings → Pages → Source: main branch
4. Access at https://[username].github.io/[repo-name]/

Based on

Decision framework from Chapter 2 of "Professional Family Office Management" (World Scientific Publishing).

Disclaimer

Educational tool only. Consult professional advisors for your specific situation.