A clear-eyed look at how your family office runs
Audit your family office,
then fix what it finds.
A straightforward assessment of your family office's operations, technology, data and reporting, marketing, governance and cybersecurity — reviewed personally, with a direct connection to the services that can help: R0cketShip, MoneyWords.org, predictive data, and business consulting with Jeff Cline.
I’m looking for a advisor
I run a family office
Answer a few quick questions — what you need, what’s in the way, how you like to meet. We match you with advisors who fit.
Request an auditI’m a advisor
I'm an advisor or consultant
A verified profile, family offices matched to your specialties, programs and events, and your own back office and CRM.
List your servicesHow matching works
Start with what you need — we’ll find the advisor.
01
Tell us what you need
What you’re looking for, what’s in the way, and how you like to meet — phone, video call and in person.
02
We match on fit
Specialties, the people they work with, credentials and format.
03
You choose who to hear from
See why each advisor fits. Pick who may contact you — nothing is shared without your say-so.
2 areas of focus
Audit & assessment and Advisory & ongoing services.
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Where do you want to start?
Family office technology
How a family office's technology stack is reviewed and compared.
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Family office cybersecurity
Why family offices are a cybersecurity target and what a risk review covers.
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Family office data & reporting
Consolidated reporting, data governance and the case for a single source of truth.
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Family office marketing
Digital presence, branding and communication for a family office.
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Family office operations
Operating model, staffing and workflow — assessed and tightened up.
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Family office governance & succession
Governance structure, succession planning and next-generation transitions.
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Family office consulting & audits
What a family office audit covers and how to bring in an outside consultant.
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Who we help
Wherever you’re starting from.
Single-family offices
an independent read on how the office runs today
Multi-family offices
a consistent operating and reporting standard across client families
Newly established family offices
a solid foundation before systems and habits are locked in
Next-generation family leaders
clarity on governance and succession before a transition
Family offices evaluating technology
an independent comparison before committing to a platform
Family offices after a security concern
a cybersecurity and vendor review after a scare or a vendor change
Honest listings
Advisors, clearly labeled.
- Credentials shown plainly. Licenses, certifications and trainings are listed as each advisor provides them and checked where possible.
- You stay in control. Nothing you share goes to a advisor until you choose who may contact you.
- Your details stay private. We don’t sell your information.
- No miracle promises. Advisors may not promise guaranteed outcomes.
For advisors
Your business, with a back office.
A verified profile, family offices matched to your specialties, programs and events, and a CRM to follow up.
Matched requests
People choose you — you have 48 hours to reach out.
Your own CRM
Every request, stage, note and follow-up in one place.
Programs & events
Sessions, group programs, workshops and courses.
Credential badge
Licenses, certifications and trainings shown clearly.
Advisor listing
Free
3 specialties · Be found in the advisor directory
0 advisors · 0 programs & events
Questions
Frequently asked questions
What does a family office audit actually look at?
A family office audit reviews how your office runs today — operations, technology and software, data and reporting, marketing and digital presence, governance and succession structure, and cybersecurity — and identifies where gaps or inefficiencies exist. It is an assessment, not investment, legal or tax advice.
Who reviews my request?
Every audit request comes directly to Family Office Audit and is reviewed personally — there's no automated scoring or software-only assessment.
What happens after I request an audit?
Your request goes directly to Family Office Audit, where it's reviewed and you're contacted to discuss what's relevant to your situation — there's no automatic matching or bidding process.
What services are available if the audit finds gaps?
Depending on what the audit finds, you may be connected with R0cketShip for web and marketing needs, MoneyWords.org, predictive data services through PredictiveData, or business consulting directly with Jeff Cline — described here only in general terms, never as a guarantee of fit or outcome.
Is this investment, legal or tax advice?
No. Family Office Audit provides an operational and technology assessment only — never investment, legal or tax advice — and you should rely on your own licensed advisors for those decisions.
Can independent advisors list on this site?
Yes. Advisors and consultants can create a free profile in the directory, but listing is optional — a family office can request an audit directly without going through a specific advisor.
Is there a cost to request an audit?
Requesting an audit is free. Any follow-on services are discussed directly and are not priced on this site.