Investment advisor
Explore an arrangement centered on investments and financial planning. Ask which coordination responsibilities are included.
A clearer way to choose
Your wealth.
Your priorities.
The right team.
Compare family-office models, understand the full cost, and prepare for a more useful advisor conversation. Built around the questions families with $5M–$30M are asking.
Explore freely. No account or email needed for the tools.
Compare Family Offices / field notes
The right fit
starts with clarity.
starts with clarity.
Service scope↗
Total annual cost↗
People & accountability↗
A framework for your next conversation.
Understand the optionsAsk better questionsChoose with intention
Start with the work. Then choose the model.
Start with your priorities and the responsibilities you want a team to take on.
Shared family office
Explore a team serving several families. Compare the people, services, and third-party costs behind the proposal.
Dedicated family office
Explore what employing and overseeing your own team would involve. Compare the responsibility as well as the expense.
A practical place to begin
Fee comparison
Make the conversation concrete. Work through your own assumptions, see a useful summary, and bring it to a discussion with your professionals.
Open the tool ↗Less guesswork.
More clarity.
More clarity.
Your inputsEditable
Your working summaryImmediate
Your next conversationBetter prepared
A few questions,
answered plainly.
How this site works ↗Is this a ranking of every family office?
No. This is an Entropy education and referral site. We compare service models, not an exhaustive or independent ranking of firms. An inquiry may lead to an introduction to Entropy or another participating advisor.
Is $5M a required minimum?
The $5M–$30M range describes the audience for these guides, not an eligibility rule. Provider minimums and the right service scope depend on the individual arrangement.
Will the calculator recommend a provider?
No. It compares annual costs from assumptions you enter. Quality, service scope, conflicts, and suitability require a separate conversation.