The Brand Resilience Index for Family Offices
Brand AssessmentTogether with our expert brand partner, India Wooldridge, Founder of Catalyst, we have created a tool to help our premium members explore the potential of the Family Office Brand.
The importance of considering brand for Family Offices
Many families and family offices don’t think they have a brand; however, the truth is everyone has a brand and everyone has a reputation.
From your partnerships, to the people you hire, to your investment and philanthropic focus, it all reflects who you are and what you stand for. As Jeff Bezos famously said, “your brand is what people say about you when you’re not in the room.”
As India outlines, “a family office brand is not about creating a promotional platform. It’s about intentionally harnessing purpose, narrative and internal alignment to reinforce your family’s impact, cohesion and long-term resilience. A well-crafted brand builds on the family’s values to ensure consistency between internal governance and external identity. At Catalyst, we measure the potential impact of a brand by its ability to drive cohesion, clarity, cultural impact and continuity for a Family Office.”
Have a question? Get in touch.
Discover how our Family Office support framework allows future focused family offices to thrive.
Brand Values Builder for Family Offices
Are you ready to activate the potential of a Family Office Brand? The Brand Values Builder for Family Offices, developed by Catalyst, helps you explore the four pillars that a brand positively impacts. Take this quick assessment to learn how a values-driven brand can turbocharge your efforts. Complete the four sections of this form to understand your level of brand proficiency. Form progress is saved, so you can revisit this if you need to.
The 4 C's
Cohesion
A narrative that aligns families around the same values.
Clarity
Defines a mission that is a north star for all employees.
Cultural Impact
Your purpose and the difference you want to make in the world.
Continuity
Cultivates your longterm legacy for generations to come.
The Brand Resilience Index
The Brand Resilience Index is a short, powerful self-assessment that helps you explore how well your values, visibility, and legacy are aligned — and where unseen risks or untapped strengths may be hiding. Take this 3-minute quiz to see your brand’s potential and access our Family Office Brand Blueprint Series.
Explore Brand Insights
Why an ownership strategy is your family’s secret weapon
Best PracticesIn this article, Simple Expert Anne-Sofie van den Born Rehfeld explains why an ownership strategy builds trust and understanding, and often, why an experienced advisor is needed to guide sensitive conversations and create a sustainable strategy.
The role of a family office consultant
GovernanceAs wealth management grows increasingly complex, the demand for specialised family office consultants has surged. These experts bridge the gap between legacy wealth preservation and modern financial challenges, offering tailored solutions for tax optimisation, generational transitions, and investment strategy.
Next-gen engagement: The power of brand in the Family Charter
Brand & designIn this article, Simple Expert India Wooldridge articulates why embedding a brand strategy within the Family Charter helps to drive purpose and alignment. She also discusses how the brand creation process enables family offices to connect with and engage the next generation.
FAQ
What is the Brand Values Builder for Family Offices?
The Brand Values Builder is a 3-minute assessment co-developed with India Wooldridge, Founder of Catalyst. It helps you explore how your family’s values are currently reflected in your family office's brand and provides a starting point for building a strategic, values-driven identity.
Who is this tool designed for?
This tool is tailored for family office principals, leadership teams, and next-gen family members who want to align internal governance with external identity, strengthen purpose, and future-proof their legacy.
What happens after I take the quiz?
You’ll receive an overview of your brand’s current alignment and unlock access to our Family Office Brand Blueprint Series—resources that outline next steps and examples to guide you in building or refining your brand.
Why is brand building important for family offices?
A family office brand isn't about logos or taglines—it’s about clarity of purpose, internal cohesion, and long-term continuity. When done right, it can unify stakeholders, support recruitment and partnerships, and amplify your legacy across generations.
Can I speak to someone about my results?
Yes. If you'd like to explore your results in more detail or discuss tailored brand-building support, you can connect with our team or set up a consultation with Catalyst directly.
