Letterhead Lab

Family office letterhead template for Word

A quiet monogram letterhead: boxed initials, the office name in a serif, the city tracked out in small capitals, no address block shouting at the top. Contact details sit in the footer where private correspondence keeps them. Free .dotx download in US Letter and A4.

Word document on a family office letterhead: a ringed monogram above the office name, a trust letter typed beneath.
Family office · .dotx · US Letter + A4

What’s in the file

  • Monogram mark, name and city on page one; initials and page number on continuation pages
  • Footer carries address, telephone and email in 8pt
  • Sample trust correspondence in the body

The US Letter file downloads right away and the A4 link appears beside it. We email both, plus a 10% code for converting your own letterhead. No spam, unsubscribe any time.

Or convert your own PDF letterhead into a Word template — free preview, the PDF never leaves your browser.

About this family office letterhead template

A family office writes to trustees, banks, foundations and the family itself, and the letterhead should read as private correspondence rather than as a company. This template leads with a boxed monogram, the office name in a serif and the city tracked out in small capitals — no telephone number shouting at the top of the page.

The street address, telephone and email sit in an 8pt footer, so they print on every page without competing with the letter. Continuation pages carry the initials and an automatic page number in the header, which keeps a long trust or investment letter in order if the pages are separated.

Change the initials and the name in the header, the city line beneath, and the four contact parts in the footer. The monogram is text in a bordered box, so it stays sharp at any size; if the family has an engraved crest or a designed mark, that belongs in the letterhead instead.

More on who this suits: Letterhead Lab for family offices.

How to use this letterhead template in Word

  1. Download the .dotx

    Pick US Letter or A4. A .dotx is Word’s template format: double-clicking it opens a fresh, untitled document based on the letterhead, so the master is never overwritten by accident.

  2. Put your name on it

    Double-click the header area at the top of page one, select the sample name, address and tagline, and type yours. The rule, spacing and page-two header follow automatically. Press Esc or double-click the body to get back to the letter.

  3. Save it where Word looks for templates

    To edit the master itself, open Word first and use File → Open on the .dotx. Save As with the .dotx type into Documents\Custom Office Templates (Windows) or the Templates folder Word offers on Mac, and it appears under File → New → Personal.

  4. Type the letter

    The body is a plain Normal style: Georgia 11pt, 1.15 line spacing, one-inch side margins. Replace the bracketed placeholders and the sample letter, and the letterhead stays put on every page.

More free Word letterhead templates

See all five templates side by side →

Updated

Frequently asked questions

What makes a family office letterhead different from a company letterhead?
Restraint. A family office usually avoids marketing language, logos with taglines and a crowded contact block. A monogram or initials, the office name and the city are enough at the top; the address and telephone move to the footer. This template follows that convention.
Can I use the template for a family foundation as well?
Yes. Change the name to the foundation's, and add the foundation's registration line to the footer beside the address. Many family offices keep two copies of the same template, one for the office and one for the foundation, so the correspondence is clearly separated.
We have an engraved letterhead from a stationer. Can Word match it?
A generic template cannot rebuild an engraved crest or a licensed typeface. Ask the stationer for the PDF proof, then convert it: Letterhead Lab places the artwork into Word's header and footer at full resolution, so digital letters match the printed stock.
Is this Word letterhead template free?
Yes. Leave an email address and the download starts; the links are emailed to you too, with a 10% code for converting your own designed letterhead later. No account and no card. The same email unlocks all five templates.
Which versions of Word open the .dotx file?
Word 2013 and later on Windows and Mac, Word for the web and Word on iPad. It also opens in LibreOffice Writer and Google Docs, though Google Docs merges the first-page and continuation headers into one.

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