Family Office Resources
A free library for family office principals, founders and their teams: calculators, a 12-step guide to starting a family office, video interviews and answers to the questions we hear most. It is built by the Family Office Club, which has hosted 340 events since 2007 and has 19M followers and 17M registered community group members.
- Calculators
- 10
- Guide steps
- 12
- Checklist items
- 87
- Video interviews
- 30
- Questions answered
- 602
- Question categories
- 6
- Events since 2007
- 340
- Cost
- Free
Library Index
Calculators
10 tools- Family Office Cost Calculator01
- Single vs Multi-Family Office Break-Even Calculator02
- Family Office Staff Compensation Estimator03
- Should I Start a Family Office? Readiness Score04
- Direct Deal IRR and MOIC Calculator05
- Capital Call and Liquidity Planner06
- Direct Deal vs Fund Comparison Calculator07
- Succession and Estate Transfer Calculator08
- Multi-Generational Wealth Projection09
- Capital Raise Investor Pipeline Calculator10
Runs in your browser. Nothing you type is sent anywhere. All calculators
How to Start a Family Office
12 steps- Why Start a Single Family OfficeStep 01
- Creating Your Family CompassStep 02
- Fundamentals of Creating a Single Family OfficeStep 03
- Partners, Vendors and Service ProvidersStep 04
- Portfolio ModelsStep 05
- Single Family Office GovernanceStep 06
- Family Office Public RelationsStep 07
- Single Family Office Talent SearchStep 08
- Single Family Office Operational ProcessesStep 09
- Building Your Deal Flow Totem PoleStep 10
- Investment Committees and Advisory BoardsStep 11
- The Future of the Single Family Office IndustryStep 12
87 checklist items across the 12 steps. Read the guide
Questions and Answers
602 answersVideo Interviews
30 with transcripts- Paul Hutchinson on mindset, business growth and philanthropyTranscript
- Trevor Sperry on building an express car wash platformTranscript
- Mitzi Perdue on family business values and legacyTranscript
- Kevin McGovern on scaling companies and building global venturesTranscript
- John Lettera on building a $1 billion real estate platformTranscript
- Joel Nagel on building a strategic multi-country family officeTranscript
- Thomas Handler on structuring generational wealthTranscript
- Marc Halpern on due diligence for private investmentsTranscript
Events and Data
340 events- Family Office Club EventsSince 2007
- InfographicsCharts
- In-person events by yearChart
- Family Office Super Summit, Dec 15–17, 2026Upcoming
- Online sessionsUpcoming
Start Here
5 picks- How to start a family office, the 12-step guide
- Family office cost calculator
- How much money do you need to start a family office?
- Family Office Club events: 340 events since 2007, with in-person counts by year
- Infographics, starting with in-person events by year