Our Approach: A Family Office is a strategic tool that helps entrepreneurial families achieve key goals such as wealth building, talent development, social impact, and maintaining family unity. However, many Family Offices do not operate optimally, often failing to understand their role or potential within the family business, and struggle to survive beyond the founder’s generation.
Our Practice in Working with Family Offices:
Our consulting services include:
- Establishing or enhancing a Family Office
- Providing access to multi-family offices
- Defining the purpose and role of the Family Office, as well as current and future family needs
- Designing the organizational structure and architecture
- Implementing effective governance, decision-making, and reporting processes
- Identifying leadership and talent profiles for the Family Office
- Achieving operational efficiency, including clarity on clients, services, staffing, costs, and reporting
- Setting performance metrics and success evaluations
- Transitioning from a tactical to a strategic Family Office
- Planning succession and multigenerational strategies
- Conducting periodic audits and efficiency assessments of the Family Office