Family offices and privately held structures may not always require permanent senior resource across all operational areas.
We provide flexible advisory and resourcing support that allows families and family offices to access experienced professional expertise as required. This may include support with governance oversight, operational structuring, coordination of professional advisers or strategic review of existing structures.
Our approach enables families to benefit from senior experience and independent perspective without the need to build large permanent internal teams.
Family Office Advisory
What we do
Over the years, our consultants have supported a range of family offices and managed a variety of private wealth structures. Consequently, we are well placed offer many services typical of a well-established family office.
We manage transactions and supervise third-party providers to ensure they adhere to expert recommendations, maintain value and act with integrity toward our clients. We have expertise in evaluating the efficiency and cost of maintaining private wealth structures and in combing, closing or dissolving entities that no longer serve a useful purpose.
Our Services
With backgrounds in fiduciary practice, we are adept at distinguishing between effective and ineffective advisers. We assist clients in selecting trustees, tax advisers, investment managers and lawyers tailored to their individual requirements.
We administer selection procedures using comprehensive and unbiased comparison techniques to identify the most suitable partners. We then review and negotiate appointment terms to ensure cost-effectiveness, clarity of responsibility and appropriate allocation of liability.
Families with complex structures benefit from clearly defined governance arrangements to support long-term decision-making and continuity across generations.
We work with families and their advisers to develop governance frameworks that clarify roles, responsibilities and decision-making processes across their structures. This may include assisting with the design of family councils, governance protocols and mechanisms for managing family participation in underlying businesses or investment structures.
Our focus is on developing governance arrangements that support stability, transparency and long-term stewardship of family assets.
Service provider due diligence can be intrusive and expensive for family offices, often delaying transactions.
We have extensive experience in building concise and accurate source of wealth bibles which meet the regulatory requirements of many trustees, banks and investment managers. We address regulatory requirements efficiently, protecting client privacy and limiting information sharing to what is strictly necessary.
We work with clients to ensure that family assets are preserved, enhanced, monitored and insured. We offer asset oversight, monitoring and reporting and work in conjunction with specialists to ensure that appropriate expertise is applied to the ongoing management of the assets in question.