Pa•ré•re
(verb)
To become visible, apparent, or transparent
Independent & Informed Family Office Consulting
Development Advisory
- New formation and structuring of family office
- Process and organizational reviews of existing family offices
- Review of services and relevant providers
- Goal and benchmark setting to ensure execution and alignment
- Ongoing procedural oversight and assistance with additional developments
Personal Services Advisory
- 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
Talent Engagement
- Organizational development
- Drafting and distribution of job specifications
- Identification of qualified talent
- Screening and assessment to enhance talent identification
Process Audit
- Review of existing processes
- Identification of areas for improvement
- Recommendations for enhanced practices
- Assistance with implementation and changes as needed
Service Provider Onboarding
- Training of internal & external resources
- Review & refinement of services provided
- Development of ongoing communication procedures
- Formation of policies for governance & oversight of providers
