Take the Family Office Score assessment and get a personalized report showing exactly where your wealth management stands across the 7 components that power every family office — and where to focus first.
100% personalized to you
Takes 5 minutes
Family Office Score
/100
Emerging Operator
Vision
78
Structure
57
Protection
70
Process
42
Data
60
Advisory Partners
89
Governance
48
the gap
That's a different skill set entirely.
Most high-net-worth professionals are stuck in a gap: too complex for retail financial advice, too small for a traditional family office. The result? Ad hoc decisions, uncoordinated advisors, and the nagging feeling you're leaving serious money on the table.
The ultra-wealthy don't have this problem. They have infrastructure — the same 7 operational components running their wealth like a business, not a side project.
The question isn't whether you need that infrastructure. It's which pieces you're missing.
The Framework
Your Family Office Score measures you across the 7 components that run every functioning family office. You'll get an overall readiness score, a score on each component, and a clear recommendation on where to focus first.
A clear purpose and investment thesis driving your decisions — the North Star every other component serves.
Assets organized into entities that protect, optimize, and position for long-term compounding.
Wealth shielded through layered legal, tax, and insurance frameworks — the defense before the offense.
Repeatable systems for how decisions get made, reviewed, and revised — so nothing slips through the cracks.
Your full financial picture in one place — cash flow, allocation, performance, and liabilities at a glance.
A coordinated team — not a rotation of specialists working in silos on overlapping problems.
Decision-making frameworks and a succession plan — so the system outlasts any single decision-maker.
The audience
Built For
High-net-worth professionals with $1M–$30M in investable assets
Wealth builders from tech, medicine, and business ownership who want to manage capital with the same rigor they built it with
First-generation wealth builders without a family playbook for this
Anyone who suspects their current approach has gaps but isn't sure where
Not For
Anyone looking for stock picks or hot tips
Get-rich-quick strategies or speculation
People looking to hand their wealth to someone else and stop thinking about it
Those unwilling to understand the system they're building
the Methodology
Your score is based on the same framework we use to build family offices from the inside.
Christopher Nelson
The WealthOps methodology was developed by Christopher Nelson — a former tech executive who went through three IPOs, built a $6.8M portfolio generating $175K per year in passive income, and has run his own family office for over four years.
Same 7 components as the ultra-wealthy. Leaner execution, designed for portfolios in the $1M to $30M range.
Professionals at the Workshop
Paid Members Active Now
Countries Represented
Years Running His Own Office
The process
01
Answer 20 multiple-choice questions. About five minutes. No essays, no trick questions.
02
Enter your email to receive your personalized report.
03
Get your overall Family Office Score plus a breakdown on each of the 7 components.
04
See exactly which component deserves your attention first — and why.
05
Receive an invitation to a free live workshop that goes deeper on closing the gaps your score reveals.
questions
How long does this take?
About 5 minutes. 20 multiple-choice questions. No essay questions, no trick questions.
Do I need to prepare anything?
No. Answer based on what you know right now. The score measures where you are today, not where you think you should be.
Is this going to try sell me something?
Your report is free and genuinely useful on its own. At the end, we'll invite you to a free live workshop that goes deeper on the methodology behind your score. No pressure, no sales call.
Who is this for?
Professionals with $1M to $30M in investable assets who want to manage their wealth with the same operational rigor they apply to their careers. Tech executives, physicians, and business owners are the most common profiles.
What's a "good" score?
Most people score lower than they expect — and that's the point. The score isn't a grade. It's a diagnostic. It shows you where you're strong, where the gaps are, and what to prioritize. The people who score highest aren't financial experts. They're the ones who've built systems.
Will my information be shared?
No. Your email is used to deliver your report. We don't sell your information or share it with third parties.
Free
Takes 5 minutes
No financial information required