Computational Tools

Quantitative models for family office structuring, asset allocation, and operational benchmarking. All tools execute locally in your browser.

Fee Drag Analyzer

Quantify compound impact of fees over time.

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Liquidity Stress Tester

Model capital calls against distributions.

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Succession Timeline Generator

Map handover schedules.

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AUM Break-Even Calculator

Determine structural viability thresholds.

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PE Allocation Modeler

Model private equity vintage diversification.

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CIO Compensation Calculator

Benchmark base and synthetic equity structures.

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Cyber Risk Scorer

Audit endpoint and network vulnerabilities.

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Tax Drag Estimator

Compare entity structures and domicile impact.

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Real Estate Yield Calculator

Net yield after CapEx and property management.

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DAF vs Foundation Modeler

Compare setup and operating costs.

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Governance Health Check

Assess family council effectiveness.

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Direct Investing Readiness

Audit internal capability for direct deals.

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Portfolio Volatility Estimator

Stress test asset allocation under historical drawdowns.

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