Family Office Calculators
10 free family office calculators for costs, structure, pay, readiness, deal returns, liquidity, estate transfer, generational wealth and capital raising. No login and no paywall.
- Family office cost calculator
Estimate what your single family office will cost to run each year, in dollars and in basis points of assets, and compare it with what a multi-family office would charge on the same assets.
- Single vs multi-family office break-even calculator
Find the asset level at which running your own single family office costs less than paying a multi-family office, and see which of the three models is cheapest for you.
- Family office staff compensation estimator
Estimate base salary and total pay ranges for common single family office roles, based on the pay ranges in The Single Family Office and the size of the office.
- Should I start a family office? Readiness score
Answer 20 yes or no questions to score how ready your family is to start a single family office, and get a gap list linked to the step of the How to Start a Family Office guide that closes each gap.
- Direct deal IRR and MOIC calculator
Model a direct or co-investment deal and see gross and net multiple on invested capital (MOIC) and internal rate of return (IRR) after deal fees, management fees and carried interest.
- Capital call and liquidity planner
Plan how much cash your family office needs to keep liquid to meet capital calls on private fund and deal commitments, year by year, and see the first year you would run short.
- Direct deal vs fund comparison calculator
Compare the same investment made directly and through a fund with management fees and carried interest, and see how much of the return each route leaves with your family.
- Succession and estate transfer calculator
Estimate how much of your estate reaches the next generation with and without a yearly gifting plan, using your own exemption and estate tax rate.
- Multi-generational wealth projection
Project how family wealth grows or shrinks over several generations once returns, spending, taxes and the number of heirs are counted, and see the wealth per heir in each generation.
- Capital raise investor pipeline calculator
Work back from your raise target to the number of investors, diligence conversations, meetings and outreach you need, and the weekly pace to hit it on time.