The work behind every decision a family makes.
Fourteen tools we use to understand a family, see its wealth clearly, settle who decides what, build each member’s capability, steady the family through its hardest moments and keep every adviser and every dollar of cost in view.
Choose a tool.
- 01The Confiance ConversationA confidential first meeting. We listen and ask; we do not sell.Open this tool
- 02The Private Office Health CheckThe high-level version of the Total wealth assessment.Open this tool
- 03The Confiance Family Balance SheetA family’s wealth is more than its assets. This is the annual scorecard for all of it.Open this tool
- 04The Hundred-Year MapOne picture of who controls what, and where that control goes next.Open this tool
- 05The Family CharterThe family’s own rulebook, written in its own words.Open this tool
- 06The Investment Policy StatementThe family sets the purpose. The adviser sets the portfolio. We hold them to it.Open this tool
- 07The Confiance Capability PathwayEvery member ready for the role they will one day hold.Open this tool
- 08The Confiance Transition ProtocolStabilise before strategising.Open this tool
- 09The Private Office authority matrixOne page that says exactly who does what.Open this tool
- 10The Three-circle mapFamily, owners and the business: everyone placed where they stand.Open this tool
- 11The FREEDOM checkControl passes when the family is ready, not before.Open this tool
- 12Adviser review and searchA fair, documented test of every adviser the family relies on.Open this tool
- 13The BFA disclosure scheduleThe full financial picture a lawyer needs, ready when it matters.Open this tool
- 14The Total Cost of Wealth reportEverything the family pays, across every provider, in one place.Open this tool
Start with one piece of work. Keep everything it builds.
Most families begin with a Health Check or a single stand-alone service. The tools carry across, so when a family moves into the Private Office nothing is redone.
- See itThe wealth picture
The Wealth Picture on our reporting platform. Everything the family owns, in one place.
- Solve itStand-alone services
A Health Check, Total wealth assessment, Transition, Advocacy, Adviser review or Business and succession.
- Run itThe Private Office
The Private Office: governance, reporting, advisers and development, run for the family year after year.
The Hartley family is fictional and all figures are illustrative. This material is general information only and is not personal financial, tax or legal advice.