Wealth Complexity Assessment Framework
Evidence-based analysis across five key dimensions of wealth complexity
Structured Assessment for Complex Wealth Situations
The Wealth Complexity Assessment Framework provides a systematic analysis of wealth structures through a comprehensive methodology examining 500+ wealth management practices across five fundamental complexity dimensions. This structured approach reveals nuanced complexity factors that traditional assessments may overlook.
Our assessment process delivers objective, evidence-based observations drawn directly from client-provided information. The assessment framework evaluates practices against established standards while adapting to each unique client context, enabling wealth professionals to identify areas that merit closer examination.
Five Key Dimensions of Wealth Complexity
Jurisdictional Complexity
Analysis of complexity arising from operating across multiple legal and tax systems, including cross-border considerations, treaty implications, and reporting requirements.
Structural Complexity
Assessment of legal and organizational frameworks used to hold and manage wealth, including entity types, ownership layers, and governance mechanisms.
Generational Wealth Complexity
Examination of intergenerational aspects of wealth transfer and management, including succession readiness, governance structures, and next-generation preparation.
Asset Complexity
Evaluation of the nature, diversity, and management requirements of underlying assets, including liquidity profiles, valuation complexity, and concentration considerations.
Operational Complexity
Analysis of day-to-day management requirements and processes, including reporting systems, risk management, and service provider coordination.
Assessment Framework Value
Evidence-Based Insights
Objective analysis grounded in client-provided information with clear documentation of observations.
Dimensional Perspective
Comprehensive examination across five key complexity dimensions for a holistic understanding.
Structured Assessment
Systematic evaluation against established wealth management practices with consistent methodology.
Decision Support
Factual foundation for informed decision-making by wealth professionals and stakeholders.