The Family Office Maturity Model

At every stage, a Family Office needs the right team, governance, and processes in place to continue growing. With this Family Office Maturity Model that identifies the five different stages—embedded, early stage, developed, professionalized, and mature—you can assess areas for improvement and determine the right steps to progress. By understanding these stages, you will be in a better position to make informed decisions about governance, operations, and team development for your Family Office. With a clear maturity model as your roadmap and framework, you can build a resilient and high-performing Family Office and ensure multi-generational continuity.