TM
Family Office Core Operating System
The world's only open-source business management system
custom-designed to build efficient, effective, and lasting family offices.
Other Operating Systems are Designed to Scale Companies and Prepare for Exit. SFO’s need to Evolve instead.
FOCOS®—the Family Office Core Operating System—is the only open-source operating system built specifically for Single Family Offices. It brings operational clarity, structure, and rhythm to the unique world of multigenerational wealth, governance, and complexity.
What FOCOS Delivers
Whether you're launching an SFO from scratch, realigning after years of ad hoc growth, or navigating generational change, FOCOS offers a tested blueprint to bring your family and your office into lasting alignment.
Strategic clarity across both family and office
Repeatable rhythms for meetings, reporting, and goal-setting
Custom tools for governance, decision-making, and role mapping
Confidence and transparency across all stakeholders—family and team
Perpetual alignment through structured communication and shared language
The Infin8 Evolution™ Framework
FOCOS is powered by our proprietary Infin8 Evolution model—eight interconnected DNA elements that form the backbone of every aligned, high-performing family office.
Each element has its own roadmap, toolkit, and process to help you assess, activate, and improve.
Purpose – Define your “why,” across generations
Scope – Clarify services, customers, and structure
Goals – Create shared long-term & short-term milestones
Roles – Map responsibilities and accountability clearly
Rhythm – Install quarterly, weekly, and daily cadences
Process – Build a repeatable machine, then fix & improve
Data Flow - Simplify systems, de-dupe, and map flow
Reporting - Deliver transparency and drive decisions
Who Should Use FOCOS
FOCOS is scalable and adaptable—whether you're a lean 2-person office or a 50+-person team managing high complexity across many departments.
Families seeking better alignment with their Enterprise
Existing Family Offices (SFOs) seeking to optimize operations
Newly formed Offices looking for a proven, structured start
Private Trust Companies that need to operationalize
Estate Teams managing complexity across generations
Legacy-minded families anticipating generational transitions
Results You Can Count On
Alignment between Office, Enterprise and Family
Clear Roles, Rhythms, and Reporting
Alignment Across Generations and Stakeholders
Fewer Surprises and Greater Predictability
A Shared Language and Stronger Decision-Making
A Family Office that Actually Works
FOCOS is designed to deliver measurable results today while providing an agile framework that ensures the Office evolves alongside the Family into the future.
