Our Approach: Our team assists clients in developing wealth management strategies that encompass all aspects of multigenerational wealth transfer and preservation. We take an individualized approach with each client, offering tailored recommendations based on our extensive experience working with family businesses.
Our Services Include:
- Development of Family Capital Strategy: Creating a strategy for family wealth growth that covers all family resources and assets, including:
- Analysis of business and family portfolios
- Future growth projections based on various factors and scenarios (e.g., family goals, desired returns, risk profile, family spending, etc.)
- Recommendations for investment and diversification strategies
- Development of plans to increase the family’s financial wealth
- Support in the Design, Implementation, and Evaluation of Family Offices: We assist families in creating and improving their family office by:
- Designing an appropriate family office model tailored to the family’s needs
- Supporting the establishment and implementation of the family office organization
- Regularly reviewing family office performance
- Support in Developing Investment and Family Office Management Systems: We help families develop management systems that allow them to maintain control and oversight of their wealth and advisors, including:
- Design and facilitation of the Investment Committee, Family Office Board, Owner’s Council, and other governance mechanisms
- Advising on consolidated reporting and dashboards that the family should regularly review
Expected Outcomes of Our Services:
- Effective Family Wealth Management: Helping families establish clear strategies for long-term wealth growth and preservation aligned with family goals.
- Control and Oversight of Investments: Ensuring families have adequate governance mechanisms to maintain control over their investments and advisors.
- Increased Financial Wealth: Working on the development and implementation of plans that enable continuous growth of family wealth across generations.
- Customized Family Office Model: Creating and implementing family office models specifically tailored to the family’s needs and values, with regular performance evaluation.