Family Office Profile

Build and retrieve a structured relationship profile for a single-family office (SFO), so outreach and service recommendations are grounded in an accurate picture of the relationship.

When to use

Onboarding a new family-office relationship into the book.
Preparing for a meeting and needing a one-page brief.
Before running cross-sell or coverage analysis, which depend on an up-to-date profile.

Inputs

Family / entity name and the operating structure (SFO, MFO, holdco, trust).
Principals and their roles; key advisers (tax, legal, investment).
Jurisdictions of residence, domicile and material assets.
Approximate asset mix (public markets, private equity, real estate, operating businesses, cash).
Known pain points, mandates and constraints.

Steps

Capture the entity and its legal/operating structure.
Record each principal and adviser with role and contact ownership.
Map jurisdictions and flag any that trigger reporting obligations (FATCA/CRS, W-8).
Summarise the asset mix as rough percentages and note concentration risks.
Log stated pain points and mandates verbatim, with the source and date.
Produce a one-page brief: who they are, what they hold, what they need next.

Output

A normalized profile record plus a shareable one-page brief that downstream skills ([[cross-sell-recommender]], [[service-coverage-matrix]]) can consume.

Presenting results

Present every result as one or more clear Markdown tables — one per section, each with a short heading.
Keep prose minimal; put the substance in the tables.
Offer the user a downloadable PDF (formatted) and CSV (the underlying rows), and generate them when asked.
Never invent figures. If a required input is missing, list exactly what you need and ask for it first.