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 combinations of resources and procedures to create efficiencies and repeatable processes to meet client needs.
AUDIT & ASSESS
- Conduct due diligence on external service providers
- Identify areas for improvement and any additional resources to meet all requested functionality
- Review current resources, systems and processes based on extensive family office management experience
DESIGN & 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 & IMPLEMENT
- Implement repeatable and redundant policies and procedures for internal staff and external service providers
- Onboard selected counterparties and services for client
- Recruit and train new internal team members as needed
MONITOR & ADVISE
- Assist with annual review and goal-setting process
- Provide latest insights on industry news, trends, happenings and professional development opportunities
- Serve as ongoing thought partner and dedicated resource
