W elcome to FamilyOfficeBestPractices, a business analysis tool built exclusively for family office professionals! Every financial professional struggles with many issues. Is your compensation what you want it to be? Are you spending too much time and money on technology? How many people do you need? The questions seem unending. FamilyOfficeBestPractices provides family office professionals a forum to get the answers to these questions, compare their business practices versus other family office professionals, and learn best practices in areas such as product use, technology use, marketing strategies, and business economics.

FamilyOfficeBestPractices is also FREE to use! There are 35 questions in the survey and it will take approximately forty-five minutes to complete. To review the survey questions, please click on the appropriate button on the left. Once you have completed the survey, you will be able to print a free, comprehensive 175 page research report! To review the table of contents of the report, please click on the appropriate button on the left! All of the user data is saved throughout your session, so you are welcome to return at any time. User information is protected by our privacy policy. FamilyOfficeBestPractices is a brand-new benchmarking tool; consequently, the charts, graphs, and reports depicted throughout the site originate from one of its companion sites, FABestPractices.

FamilyOfficeBestPractices was created in 2004 by Tiburon Strategic Advisors. Tiburon recognizes that the family office industry is rapidly changing and highly fragmented, making it difficult for family office professionals to get the information they need to make strategic business decisions in this highly competitive market. FamilyOfficeBestPractices was developed in an effort to close the gap by offering value-added information. Other firms such as BTA have subsequently joined Tiburon as sponsors of this tool.

Now, if you are ready to benchmark your practice, let's go! Good luck with your business!