Are You
Future-ready?

Visualise your personal Family Office and answer the questionnaire below :

Fill in the questionnaire

View readiness

Get customised advice

Get ready for a life of abundance.

Name *

Email *

Phone number*

Referred by (if applicable)

Let’s Begin

Y = YES

S = SOMEWHERE / SOMEWHAT

N = NO

Financial / Investments

In the past, I have managed to be objective about my investment choices.

Y S N

I am satisfied with the depth and diversity of my portfolio.

Y S N

My portfolio is completely aligned with my risk appetite.

Y S N

Advisory

My network offers me insights on market movements and future trends.

Y S N

I have the ability to spot problematic elements in all kinds of financial instruments.

Y S N

I am confident that my financial advisors are always acting in my best interests.

Y S N

Legacy

I am happy with the amount of time I get beyond work.

Y S N

I am satisfied with what I do every day.

Y S N

I live stress-free, not worrying about any aspect of my wealth.

Y S N

Quality of Life

The important people in my life are well taken care of.

Y S N

I have identified societal issues that I would like to contribute to.

Y S N

I have structured my contribution to society in a meaningful way.

Y S N

Your Future-ready Scorecard:

Hi ,

Here is the score that reveals your latent need for a Family Office.

SCORE

H= High

L= Low

Quality of Life

Legacy Needs

Advisory

Financial

Interpretation:

By now, you know that the Family Office addresses multidimensional needs. You now know the dimensions where you need support. One of our advisors will be in touch with you to set up a suitable time for a one-on-one analysis. We look forward to helping you take steps toward greater peace of mind for you and your family.