The Family Office Starter Toolkit
Build, Strengthen, or Modernize Your Family Office—Starting Today
Get the essential templates, checklists, and frameworks used by leading family offices across the country.
Inside the toolkit:
Structure guide (SFO, MFO, Hybrid)
Family governance templates
Risk, tax & succession checklists
2025 family office insight brief
Instant download.
No cost. No pressure.
Actionable Strategies
No fluff. Just practical frameworks, templates, and steps you can use to strengthen your family office.
Trusted Expert Guidance
Get proven insights from family office leaders and advisors—translated into simple, usable tools.
A Connected Community
Join a national network of families and advisors sharing ideas, opportunities, and real support.
Next Steps After Download
You’ll also get an invitation to join the American Family Office Association (AFOA)-
Where members receive:
-Deeper templates & tools
-Private training sessions
-Family office playbooks
-Exclusive community access
If you want a stronger, more resilient family office, becoming an AFOA member is the logical next step.