onboard-family-office

Family office onboarding is a structured seven-stage workflow that captures identity, data sources, history, philosophy, and house style. It establishes shared memory artifacts and governance to support downstream data and analytics tasks.

You set up family office memory and data integration by completing the onboarding workflow. This process scaffolds memory-path files, captures data-scope definitions, and builds artifacts for people, managers, deals, decisions, and portfolio models.

Yes, you can resume incomplete family office onboarding. The workflow manages onboarding locks and tracks stage progression, allowing you to continue capturing missing history, philosophy, or house style data without restarting the entire session.

Governance and auditability features include onboarding-lock management, stage progression tracking, and change logs. These completion artifacts ensure a compliant, staged workflow that documents all updates to the family office memory workspace.

No prior dependencies are required to start family office onboarding. You begin Stage 1 by capturing the family identity and defining data sources, which then scaffolds the memory structure for integrating subsequent history and portfolio data.

Use a structured onboarding workflow for a family office when establishing a fresh workspace or when prior onboarding state is incomplete. It ensures compliant data integration, captures house style, and builds the foundational memory required for analytics.