create or rethink your family office
DESIGN TO BE EFFICIENT, EFFECTIVE AND
Session design depends on needs.
If you need to create or rethink a family office from the ground up, we have the resources to help. Our experience with some of the wealthiest families in the world has allowed us to distill the best practices for creating vision, goals, structure, governance, processes, and culture that will allow your family office to thrive. We provide a variety of services, from full service to ‘a la carte’ offerings, we will customize your package based on your current needs.
CONSULTING MAY INCLUDE
Depending on the needs of your family office, topics may include
- Mission, Value and Vision Statement
- Structure & Governance Models
- Succession Planning
- Technology and Security
- Applying Best Practices
- Goal Setting & Measurement
- Next-Gen / Multi-Generation Considerations
- Leadership, Culture and Team
- Outsourcing vs. Inhouse
- Communication & Messaging
- Accounting & Tax Considerations
- Family Health & Lifestyle
- and more