Your Wealth. Your Impact. Your Needs.
Family offices are as different as the Founders and Families that start them – which makes identifying the best approach for each family’s needs incredibly unclear. We partner to determine each family’s wealth, impact, and giving objectives. From there, we help to navigate the legal and regulatory structures and to ide
FAMILY OFFICE ADVISORY
SETUP
INVESTMENT POLICIES
TRANSFORMATION
- Advise on design and quarterback implementation of structuring and staffing a new Family Office.
- Provide counsel insourcing and outsourcing decisions.
- Identify legal, wealth management and other partners fit-to-purpose.
TRANSFORMATION
INVESTMENT POLICIES
TRANSFORMATION
- Support evolution to reflect current needs and portfolio complexity of existing family offices.
- Evaluate and improve governance and decision-making systems.
- Instill best practices for day-to-day operations.
INVESTMENT POLICIES
INVESTMENT POLICIES
INVESTMENT POLICIES
- Write Investment Policies to ensure aggregate portfolio reflects the risk and return objectives of the family.
- Develop approach to building, managing and evaluating direct deal flow.