The five questions worth asking every week.
A framework is a question you keep asking of the whole balance sheet. These are the five most families ask in some form, built to run in seconds across every entity, custodian and account — and to show the data that produced the answer.
What is your idle cash costing you?
Find every idle dollar across every entity, price it against your own hurdle rate, and see the data. The family office framework for cash drag and capital deployment.
Which manager did not earn their fee?
Three-year alpha after fees, per manager, against the benchmark they chose. BEDROCK is the family office framework for owner earnings and manager accountability.
Where do you look diversified but are not?
Group every position by the downside it shares — rates, liquidity, credit, one operator — and see what breaks together. The framework for hidden concentration risk.
Where do the family’s dollars and hours go?
Price every legal entity by what it costs to keep and see how many hours a week go to work that returns nothing. The framework for attention and structural overhead.
What is due in the next 90 days?
Every filing, distribution threshold and document expiration across every entity, on one calendar, with an owner. The family office framework for deadlines.
Ask anything.
It answers with the rows, not an opinion.
Yours.
Every family has a question the five do not cover. Tell us what it is in the request form. We run it in the first week, on your data, and bring the data to the kickoff call.