Working library

Tools & calculators

Decision-support artifacts you can actually use in a board meeting. Calculators run client-side; templates and frameworks download after a one-time email confirm. We never sell or rent emails.

Calculator
Email-gated
SFO vs MFO breakeven calculator
Estimate the AUM at which a single-family office becomes cheaper than a multi-family office mandate, given your headcount, loaded cost per FTE, and services scope. Cost is rarely the only factor — the calculator says so.
For: Principal / family head

Tools & calculators

SFO vs MFO breakeven calculator