Pa•ré•re
(verb)
To become visible, apparent, or transparent
Independent & Informed Family Office Consulting
Development & Advisory
- 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 Chief Family Officer
- Access to a team of high-caliber experienced professionals
- Coordination of all family office needs
- Oversight of contractors, vendor coordination and staff management
- Flexible structure, eliminating the need for a full time hire
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
