What should a family-office yacht charter comparison spreadsheet contain?
Keep suitability, evidence and money separate. Our recommended board has three layers: mandatory conditions, weighted preferences and an unresolved-issues register.
Layer 1: Which conditions must pass?
Mark each item pass, fail or unresolved. Do not average a failure into an otherwise high score.
- Permitted guest arrangements for everyone travelling.
- Feasible cabin allocation.
- Required boarding and onboard access.
- Operating permission for the itinerary.
- Dated availability and a clear booking deadline.
- Sufficiently established total cost and payment schedule.
- Acceptable contracting and payment arrangements.
Layer 2: How should suitable yachts be ranked?
The following weights are an editorial starting point, not a validated prediction of holiday satisfaction. Adjust them with the principal before scoring.
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| Preference | Suggested weight |
|---|---|
| Cabin allocation and family fit | 25% |
| Current crew and service fit | 20% |
| Itinerary suitability | 20% |
| Comfort, access and useful facilities | 15% |
| Expected expenditure and budget headroom | 15% |
| Aesthetics and discretionary preferences | 5% |
Show evidence confidence alongside every rating. An undocumented claim should remain unresolved rather than earn the same confidence as a reviewed document or a dated captain confirmation.
Layer 3: What should the principal see?
Yacht and contracting entity
- Proposal A
- Record
- Proposal B
- Record
- Proposal C
- Record
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| Approval field | Proposal A | Proposal B | Proposal C |
|---|---|---|---|
| Yacht and contracting entity | Record | Record | Record |
| Dates, embarkation and disembarkation | Record | Record | Record |
| Availability source and timestamp | Record | Record | Record |
| Mandatory-condition result | Pass / fail / unresolved | Pass / fail / unresolved | Pass / fail / unresolved |
| Expected total and exclusions | Record | Record | Record |
| Higher-spend scenario | Record | Record | Record |
| Next payment and deadline | Record | Record | Record |
| Cancellation exposure at that point | Adviser-confirmed | Adviser-confirmed | Adviser-confirmed |
| Most important advantage | One sentence | One sentence | One sentence |
| Most important compromise | One sentence | One sentence | One sentence |
| Evidence that could change the decision | Record | Record | Record |
End with a conditional recommendation, for example:
Illustrative approval wording: Prefer Proposal B if the cabin allocation, captain’s route assessment and expense assumptions are confirmed. Approve up to the stated total-trip ceiling, with a separately defined contingency. Do not release the deposit until finance verifies the recipient and the designated adviser closes the listed contract issues.
Sources cited
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All sources for Comparisons