Pa•ré•re
(verb)
To become visible, apparent, or transparent
Independent & Informed Family Office Consulting
EXPERTISE
At Parere Advisory, we offer first-hand knowledge and experience across the full spectrum of family office strategy, structure, operations and management. Our expertise spans three critical domains that form the foundation of a sustainable family office.
ACCOUNTING & ADMINISTRATION
We provide simplified solutions for sophisticated accounting and administrative needs.
- Bill Pay Systems and Cash Flow Planning
- Document and Entity Management
- Financial and Investment Reporting
- Human Resources and Training
- Organizational Structure and Legal Framework
RISK & GOVERNANCE
We safeguard family wealth and values through comprehensive risk management and governance strategies.
- Cybersecurity and IT Infrastructure
- Family Education and Succession Planning
- Identity Protection and Reputation Management
- Insurance and Safety Solutions
- Investment Process and Strategy
- Network and Partnership Development
PHYSICAL ASSETS & LIFESTYLE
We optimize the management of tangible assets and support your lifestyle objectives.
- Acquisition and Development
- Asset Management and Operations
- Events and Entertainment
- Health and Well-Being
- Philanthropic Strategy and Oversight
- Travel and Experiences
