FAMILY OFFICE / RESPONSIBILITY MAPPER
Who does the work?
Compare your current arrangement with a dedicated family office, a multifamily office and a coordinated adviser team. Describe the responsibilities you need help with; the mapper does not choose an arrangement by wealth threshold or score.
The mapper turns your entries into follow-up questions. It does not verify service quality, legal authority, contract terms or complete costs. Read the evidence and limitations.
Altar Rock · Advice for your family
Who should carry this work for your family?
Use the guide and worksheets to list the responsibilities, costs and questions you need to resolve. Andrew Barnes and the Altar Rock team can review how those responsibilities fit your family’s investment and wealth-transfer plans and where you may need separate specialists.
Tell us what you are considering and what you need help assessing. Your worksheet entries are not sent with this link.
Altar Rock advisory team
- The responsibilities you want help with
- Where Altar Rock and your other advisers would fit
- How the work should continue when people or generations change
These guides and tools are educational examples. Advice for your family requires a review of your circumstances with the appropriate investment, tax and legal advisers.