See How You Score in Suitability & Readiness
The purpose of this self-assessment tool is to gauge how likely you and your family would be to benefit from the services of Bespoke. Upon completion, you will receive a score that will measure two dimensions: Suitability and Readiness, in ranges of Low, Medium, and High. Where you fall on this grid can give you and us an indication of how likely you would be to benefit from upgrading to, and utilizing the services of, a family office firm. Your results are intended to serve as a guide as you consider engaging Bespoke for Second Look or Search services.
An Important Note About Your Privacy: None of your responses to this assessment will be shared with us until you are ready to do so. If you decide to contact us, your assessment results will be shared with us to assist in guiding our conversation.
Let’s begin! With each question, don’t ponder them for a long period of time… We suggest making a quick assessment and going with your gut.
See How You Score in Suitability & Readiness
Thank you for taking our Self-Assessment. Recall that the purpose of this tool is to gauge how likely you and your family would be to benefit from the services of Bespoke. Where you fall on this grid can give you (and us) an indication of how likely you would be to benefit from the services of a family office firm.
Below are your self-assessment results. The ten questions you answered measure two dimensions: Readiness and Suitability. While you may have responded to this based on your own perceptions, if different members of your family were to complete this tool, it may yield different results.
Your Overall Result and What It Could Mean for You & Your Family: You scored in the upper quadrants in both Readiness and Suitability. Based on your responses, we believe you are a likely candidate to take advantage of the services of Bespoke. Furthermore, your score indicates you could benefit from upgrading to and utilizing the services of a family office firm. Neither you nor we will know for certain until we learn more about your needs and situation. However, these results are an early indication and confirmation.
Know Your Options: You have the option of hiring Bespoke for a limited Second Look engagement or a full-scale Search. Whichever option you choose, based on your assessment results, it is likely you would benefit from talking to us. We would welcome a conversation with you; feel free to contact us for a complimentary, private discussion by clicking here. We would be happy to share more details about your assessment results when we talk.
Your Overall Result and What It Could Mean for You & Your Family: You scored in the upper quadrants in either Readiness or Suitability but lower in the other. Based on your responses, we believe that you could be a candidate to take advantage of the services of Bespoke. Furthermore, your score indicates that you could possibly benefit from upgrading to and utilizing the services of a family office firm. Neither you nor we will know for certain until we learn more about your needs and situation. However, these results are an early indication and confirmation.
Know Your Options: You have the option of hiring Bespoke for a limited Second Look engagement or a full-scale Search. Whichever option you choose, based on your assessment results, it is likely you would benefit from talking to us. We would welcome a conversation with you; feel free to contact us for a complimentary, private discussion by clicking here. We would be happy to share more details about your assessment results when we talk.
Your Overall Result and What It Could Mean for You & Your Family: You scored either low to medium in the quadrants of Readiness and Suitability. Based on your responses, we believe that you may not be a candidate to take advantage of the services of Bespoke. Your score doesn’t give a strong indication that you could possibly benefit from upgrading to and utilizing the services of a family office firm. Neither you nor we will know for certain until we learn more about your needs and situation. However, these results are an early indication and confirmation.
Know Your Options: You have the option of hiring Bespoke for a limited Second Look engagement or a full-scale Search. Whichever option you choose, based on your assessment results, it is likely you would benefit from talking to us. We would welcome a conversation with you; feel free to contact us for a complimentary, private discussion by clicking here. We would be happy to share more details about your assessment results when we talk.
An Important Note About Your Privacy: None of your responses to this assessment will be shared with us until you are ready to do so. If you decide to contact us using the link above, your assessment results will be shared with us to assist in guiding our conversation.