Single Family Offices
After decades of supporting single family offices, we intimately understand the specific challenges that you face. For existing family offices, WE often serves as a resource for special projects or supports long-term with specific services. Often, we help families navigate when and how to set up their own family offices.
In whatever capacity you need us to serve, you remain in control of your family office day-to-day.
Some of the questions we help family offices answer include:
WHEN SHOULD WE ENGAGE THE NEXT GENERATION OF WEALTH OWNERS?
HOW CAN WE TRACK, MONITOR AND REPORT ON INVESTMENT PERFORMANCE?
SHOULD WE DILIGENCE ALL INVESTMENTS IN HOUSE OR OUTSOURCE THIS?
HOW CAN WE ENSURE AN EFFICIENT AND EFFECTIVE SUCCESSION BETWEEN GENERATIONS OF THE FAMILY?
HOW CAN WE ENSURE THE FAMILY’S PROVIDERS ARE WORKING FOR US, AND IN SYNC?
WHAT IS THE BEST WAY TO ACCESS PRIVATE INVESTMENTS?
