Estate Operations Assessments
Free interactive tools that help estate managers, family offices, and operations teams measure performance, identify gaps, and build a plan to improve.
No login required. Results delivered instantly. Each assessment takes 90 seconds or less.
Estate Operations Diagnostic
Score your estate operations across five dimensions: documentation, maintenance, vendor management, team coordination, and financial visibility. Get a personalized score out of 100, see where you stand compared to industry benchmarks, and identify the one area holding your operations back.
Take the Diagnostic →Estate Operations Toolkit
Select your role, portfolio size, and top operational priority. Get a personalized toolkit with an operations checklist, a five-step action plan, and benchmarks tailored to your portfolio, delivered instantly as an interactive guide and a printable PDF.
Get Your Toolkit →Technology Stack Audit
Evaluate the tools your team uses across 9 operational areas. See where you have coverage, where you have gaps, how well your tools integrate, and what the fragmentation is costing you in time and money.
Start the Audit →Vendor Risk Scorecard
Score your vendor relationships and uncover where you are exposed, overspending, or one missed renewal away from a liability gap. Get a personalized risk assessment with cost exposure estimates and a Monday morning action plan.
Start the Scorecard →Coming Soon
Family Office Oversight Assessment
Score your visibility across properties, assets, vendors, staff, and financials. See whether leadership has the information it needs to make decisions without chasing updates.
Insurance Gap Checker
Answer a few questions about your portfolio and coverage. Identify potential gaps in property, liability, and asset protection before they become expensive problems.
Budget Variance Tracker
Compare planned versus actual spend across your properties. Surface where costs are running over budget and which categories are driving the variance.
Emergency Preparedness Audit
Evaluate your emergency protocols across properties. Assess whether your team knows what to do when systems fail, who to call, and where the critical shutoffs are.
Staffing & Coverage Planner
Map your household staff across properties, identify coverage gaps, overtime risk, and role overlap. See where you are understaffed before it becomes a service failure.
Not sure where to start?
The Diagnostic takes 90 seconds and gives you a clear picture of where your operations stand today.
Start with the Diagnostic →