How to Start a Family Office

CoverIf you are interested in having a family office setup to more holistically manage your wealth we can help you create a solution that caters to your priorities and goals. We start by conducting an initial needs-analysis to better understand what you are looking for in a family office solution.   After that analysis is completed, we use that information to help you formalize your family office with a family charter and compass which will guide your wealth management strategy and inform your activities.  We also evaluate your current advisors and services to ensure that you have access to best-in-class services, consolidated reporting, full-time staff (as needed), and operational processes that will support the long-term goals of your family office.

Family Office Startup Services

Our 11-person team can help you start your family office by providing any of the following services:

  1. 90 Question Initial Needs-Analysis Program
  2. Formalization of the Family Office Organization
  3. Consolidated Reporting Implementation & Management
  4. Executive Search & Recruiting Services
  5. Family Office Branding & Positioning Assistance
  6. Family Office Process Documentation & Systematization
  7. Best of Breed Service Provider Selection (General Counsel, Legal Formation, Accounting, Trust & Estate Work, etc.)
  8. Ongoing CEO Responsibilities: Team Management, Deal Flow Screening & Investment Management, etc. Depending on Needs.