Our Services
Based on an assessment of your needs, you will receive a blueprint that you can use to implement the right solution for you. Included with the design, we will recommend appropriate service providers needed to successfully execute your plan. Designing the right solution and assembling the right service provider team will make sure you avoid costly mistakes and wasted time.
Sample Projects
- Evaluate if a family office is appropriate for you
- Structure a family office or re-examine an existing office
- Assess/define the roles and responsibilities of staff
- Service provider evaluation and selection
- Investment
- Legal advisor
- Tax & accounting
- Banking and fiduciary
- Wealth management
- Review roles and responsibilities of internal or external manager(s)
- Evaluate investment decision making process
- Governance
- Assess the family decision-making process
- Evaluate methods used to communicate to stakeholders
- Assess the role of each generation within the family office