Pa•ré•re
(verb)
To become visible, apparent, or transparent
Independent & Informed Family Office Consulting
SERVICES
At Parere, we don’t just consult – we transform family offices. Our services are designed to identify optimal combination of resources and procedures to create efficiencies and repeatable process to meet client needs.
AUDIT and ASSESS
- Review current resources, systems & processes based on extensive family office management experience
- Conduct due diligence on external service providers
- Identify areas for improvement and any additional resources to meet all requested functionality
DESIGN and DEVELOP
- Customize individualized and redundant workflows and templates to solve client’s unique needs
- Produce recommendations for additional staffing or vendors
- Work with family on strategic vision to optimize execution of infrastructure solution
ONBOARD and IMPLEMENT
- Implement repeatable and redundant policies & procedures for internal staff & external service providers
- Onboard selected counterparties and services for client
- Recruit and train new internal team members as needed
MONITOR and ADVISE
- Provide latest insights on industry news, trends, happenings and professional development opportunities
- Serve as ongoing thought partner and dedicated resource
- Assist with annual review and goal-setting process
