Evidence-based analysis across five key dimensions of wealth complexity
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.
Analysis of complexity arising from operating across multiple legal and tax systems, including cross-border considerations, treaty implications, and reporting requirements.
Assessment of legal and organizational frameworks used to hold and manage wealth, including entity types, ownership layers, and governance mechanisms.
Examination of intergenerational aspects of wealth transfer and management, including succession readiness, governance structures, and next-generation preparation.
Evaluation of the nature, diversity, and management requirements of underlying assets, including liquidity profiles, valuation complexity, and concentration considerations.
Analysis of day-to-day management requirements and processes, including reporting systems, risk management, and service provider coordination.
Objective analysis grounded in client-provided information with clear documentation of observations.
Comprehensive examination across five key complexity dimensions for a holistic understanding.
Systematic evaluation against established wealth management practices with consistent methodology.
Factual foundation for informed decision-making by wealth professionals and stakeholders.