Setting Up a Family Office

CoverI have helped setup several dozen family offices in Florida, New York, Texas, Singapore, Malaysia, Canada, and London.  One thing is consistent, most of those doing it have never been through the process before and everyone is looking for guidance, templates, models to follow and insights on what peers are focusing on.

It is critical when you start a family office that you start by building your compass, creating your family office dashboard and charter, and identify how you will put into place your talent, deal origination processes, investment policy statement, organizational processes, and direct investment or co-investment strike zones so that you can focus on your family’s or your own unique ability to continue to grow or protect your wealth.

We currently advise on over $5B worth of family office assets on the buy-side and we are happy to just provide you feedback, this free book, or work together more closely as appropriate.

If you would like to get a free copy of my book called How to Start a Family Office please complete the form below and I will email it to you today and provide you with some free webinars we have done on this specific topic as well. If you would like to talk now and skip downloading the book feel free to text me at (305) 333-1155 or email me directly at