SELF-ASSESSMENT

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 aid you and us and indication of how likely you would benefit from upgrading to, and utilizing the services of, a family office firm.  Seeing and reading about the results are intended to serve as a confirmation, ahead of moving forward to consider hiring Bespoke.

An Important Note About Your Privacy:  None of your responses attributed to you will be revealed to us until you are ready to do so.  After receiving your results, you can decide if you want to contact us and if you do, then your answers and score are tied to you and shared with us, as it assists us in pre-evaluating your suitability and readiness for Bespoke.

Let’s begin!  With each question, don’t ponder them for a long period of time… We suggest making a quick assessment of the question and go with your gut to answer each one, as this gives the best results.

See How You Score in Suitability & Readiness

Thank you for taking our Self-Assessment Tool. Recall that the purpose of this tool is to gauge how likely you and your family would be to gain from the services of Bespoke. Where you fall on this grid can give you (and us) an indication of how likely you would benefit from the services of a family office firm.

Below is how you scored taking this self-assessment tool. The ten questions that you answered measured two dimensions of Readiness and Suitability. While you responded to this as to your own perceptions, if different members of your family completed this tool, it could yield another result. Having said that, this tool is an early indication and confirmation.

Your Overall Result and What It Could Mean for You & Your Family: Congratulations, as you scored in the upper quadrants in both Readiness and Suitability. Based upon how you responded, we believe that is it likely that you are a solid candidate to take advantage of the services of Bespoke. Further, your score indicates that you could benefit from upgrading to, and utilizing the services of, a family office firm. Neither you or us will know for certain until we talk and get familiar and comfortable with each other. However, these results are both an early indication and confirmation.

Know Your Options from Here: You have the option of either hiring Bespoke for a limited “second opinion” engagement, or you could engage us for our proprietary three-step process. With either option, based solely upon your score result, it is likely that you would benefit from talking with us. We would welcome a conversation with you, so feel free to contact us for a complimentary, private discussion by clicking here.

Learn More as to Why We Scored Your Results: To learn more as to why we scored you and indicated your likelihood of benefiting from both Bespoke and of the services of a family office firm, we would be happy to share the details of your scored 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 upon how you responded, we believe that you could be candidate to take advantage of the services of Bespoke. Your score further indicates that you could possibly benefit from upgrading to, and utilizing the services of, a family office firm. Neither you or us will know for certain until we talk and get familiar and comfortable with each other. However, these results are an early indication.

Know Your Options from Here: You have the option of either hiring Bespoke for a limited “second opinion” engagement, or you could engage us for our proprietary three-step process. With either option, based solely upon your score result, you would benefit from talking with us. You are welcome to contact us for a complimentary, private discussion by clicking here.

Learn More as to Why We Scored Your Results: To learn more as to why we scored you and indicated your likelihood of benefiting from both Bespoke and of the services of a family office firm, we would be happy to share the details of your scored 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 upon how you responded, 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 or us will know for certain until we talk and get familiar and comfortable with each other. However, these results are an early indication.

Know Your Options from Here: You have the option of either hiring Bespoke for a limited “second opinion” engagement, or you could engage us for our proprietary three-step process. With either option, based solely upon your score result, you could still benefit from talking with us. You are welcome to contact us for a complimentary, private discussion by clicking here.

Learn More as to Why We Scored Your Results: To learn more as to why we scored you and indicated your likelihood of benefiting from both Bespoke and of the services of a family office firm, we would be happy to share the details of your scored results when we talk.

An Important Note About Your Privacy: None of your responses attributed to you will be revealed to us until you are ready to do so. After receiving your results, you can decide if you want to contact us and if you do, then your answers and score are tied to you and shared with us, as it assists us in pre-evaluating your suitability and readiness for Bespoke.