Family Office Services

Financial Planning

We carefully evaluate your financial situation, with focus on understanding objectives and investment. We develop an asset allocation profile which addresses the short term, long term and genrational requirements of the family.  This will drive asset allocation between liquid assets and alternative asset classes.

Strategy & Operations

How are the acquired businesses and properties performing? What is the right finance strategy?  Are the businesses adequately financed for growth? Are the businesses optimized for operation in various tax jurisdictions? These are just a few of the areas that we address as part of strategic planning.

Governance & Legal Support

Understanding business performance on a proactive basis is essential to proper governance.  Whether evaluating a third party money managers, or evaluating an alternative asset management team, our financial controls allow us to anticipate issues well before they reach critical stages.