How much of the office still runs through one person?
Sixteen questions. Five domains. One number that tells you how many decisions still route through the principal instead of resolving on their own.
Answer for your own office, or about a client you advise.
Where dependency tends to collect.
The Principal Dependency Assessment
Answer as things stand today, not as you'd like them to be. There are no wrong answers, only an accurate starting point.
Are you completing this for your own family office, or on behalf of a client?
The questions are worded slightly differently depending on your answer.
A lower score is the better score.
This is a measure of dependency, not performance, so the scale runs the opposite way to most scores. It counts how many decisions still route through the principal instead of resolving on their own. The fewer there are, the lower the number.
A 0 means the office runs on structure and almost nothing needs the principal to move. A 10 means it runs on one person. Scoring a 2 is a good result. Scoring an 8 is the problem worth solving.
Most family offices I see aren't badly run. They're run by one person who has become the resolution point for everything the structure doesn't cover. That's what this measures, and it isn't a grade.
Talk it through, confidentially.
You'll share where things stand, I'll walk you through how we work, and we'll know pretty quickly if there's a fit. No pitch, no pressure.
Schedule a confidential conversation