FAQ
Frequently asked questions
Straight answers about how Family Office Audit works.
Family Office Audit
Your questions, answered
What does a family office audit actually look at?
A family office audit reviews how your office runs today — operations, technology and software, data and reporting, marketing and digital presence, governance and succession structure, and cybersecurity — and identifies where gaps or inefficiencies exist. It is an assessment, not investment, legal or tax advice.
Who reviews my request?
Every audit request comes directly to Family Office Audit and is reviewed personally — there's no automated scoring or software-only assessment.
What happens after I request an audit?
Your request goes directly to Family Office Audit, where it's reviewed and you're contacted to discuss what's relevant to your situation — there's no automatic matching or bidding process.
What services are available if the audit finds gaps?
Depending on what the audit finds, you may be connected with R0cketShip for web and marketing needs, MoneyWords.org, predictive data services through PredictiveData, or business consulting directly with Jeff Cline — described here only in general terms, never as a guarantee of fit or outcome.
Is this investment, legal or tax advice?
No. Family Office Audit provides an operational and technology assessment only — never investment, legal or tax advice — and you should rely on your own licensed advisors for those decisions.
Can independent advisors list on this site?
Yes. Advisors and consultants can create a free profile in the directory, but listing is optional — a family office can request an audit directly without going through a specific advisor.
Is there a cost to request an audit?
Requesting an audit is free. Any follow-on services are discussed directly and are not priced on this site.