Pa•ré•re

(verb)

To become visible, apparent, or transparent

Independent & Informed Family Office Consulting

  • New formation & structuring of family office
  • Review of services and relevant providers
  • Goal and benchmark setting to ensure execution and alignment
  • Ongoing procedural oversight
  • Fractional, fit-for-purpose solutions that optimize for gaps in both capacity and expertise with the ability to scale up or down based on your needs
  • Access to a one-of-a-kind team of highly experienced family office professionals
  • Direct personal connections with world-class subject-matter-experts
  • Staffing, employing, managing and mentoring of a centralized coordinator to optimize efficiencies and streamline workflows
  • Exposure to new technologies, opportunities for networking, and the latest insights on best practices and emerging trends across personal services industries
  • Organizational development
  • Drafting and distribution of job specifications
  • Identification of qualified talent
  • Screening and assessment to enhance talent identification
  • Review of existing processes
  • Identification of areas for improvement
  • Recommendations for enhanced practices
  • Assistance with implementation and changes as needed
  • Training of internal & external resources
  • Review & refinement of services provided
  • Development of ongoing communication procedures
  • Formation of policies for governance & oversight of providers