Consulting Services

If you already have a single family office or multi family office in place but would like to tap into our extensive experience working with multiple family offices, we are happy to provide one-time or ongoing consulting services as an added support to your existing family office structure.

Family Office Structuring

• Internal Control review
• Policies and Procedures
• Employee roles and functions
• Office and Entity Reorganization and Restructuring

Family Governance

• Life insurance planning
• Estate and legacy planning
• Family assets and wealth preservation
• Coaching and education (Next generation coaching)

Advisory Services

• Investment reporting
• Business and succession planning
• Real Estate Advisory
• Insurance Advisory

Industry Benchmarking

• Research
• Industry knowledge
• Thought Leadership