Family Office Portfolio Review Request Form Template

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About this free form template

Streamline Multi-Generational Wealth Management with Professional Portfolio Review Forms

Managing a family office's diverse portfolio requires sophisticated coordination, transparent reporting, and clear communication across generations. This Family Office Portfolio Review Request template helps wealth advisors, family office managers, and investment committees gather comprehensive information about portfolio holdings, investment objectives, and legacy planning goals in one centralized, professional form.

Whether you're conducting quarterly reviews, onboarding new family members, or realigning investment strategies with evolving family values, this template captures everything from current asset allocations and risk tolerance to philanthropic goals and succession planning considerations.

Perfect for Family Offices, Wealth Managers, and Private Banking Teams

This form is designed specifically for financial advisors, family office executives, private wealth managers, and estate planners who need to:

Conduct thorough portfolio reviews across multiple asset classes and jurisdictions
Align investment strategies with multi-generational wealth preservation goals
Document legacy planning objectives and philanthropic intentions
Gather consolidated reporting requirements from family stakeholders
Assess changing risk tolerances and liquidity needs across family members

Automate Your Wealth Management Workflows

Once a family submits their portfolio review request through Paperform, you can use Stepper to automate your entire review process. Automatically route requests to the appropriate investment team members, trigger CRM updates in Salesforce or HubSpot, create calendar appointments for review meetings, and generate customized reporting packages—all without manual data entry.

For families requiring formal investment policy statements or advisory agreements, integrate Papersign to send documents for secure eSignature immediately after the portfolio review consultation, creating a seamless, professional experience from inquiry through execution.

Trusted by Financial Professionals Worldwide

Paperform is SOC 2 Type II compliant and designed for professional services firms that handle sensitive financial information. With custom domains, conditional logic for complex wealth scenarios, and secure data handling, you can deliver a wealth management experience that matches the sophistication your high-net-worth clients expect—all while maintaining the flexibility to customize every element to your firm's brand and process.

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