Brand Values Builder for Family Offices
Brand BuilderTogether 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. Below you will find information about the theory and rationale, as well as the assessment itself.
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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 importance of including brand for Family Offices
The Four C'sAn intentional and strategic approach to your brand can guide stronger governance and decision-making ensuring that all actions both inside and out of the family office are aligned and that the family’s values are reflected today (in their investments and philanthropy) and brought into the future (as a key part of succession and legacy planning).
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.
Our Proprietary Tool: Brand Values Builder
The Four C'sAn intentional and strategic approach to your brand can guide stronger governance and decision-making ensuring that all actions both inside and out of the family office are aligned and that the family’s values are reflected today (in their investments and philanthropy) and brought into the future (as a key part of succession and legacy planning).
Explore Brand Insights
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.
Preserving generational wealth: Four family office strategies
Family governanceWealth often fades by the third generation, but family offices are changing that. Discover four key strategies—diversification, legal structures, education, and philanthropy—that help preserve generational wealth for the long term.
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.
