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
  • 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
  • 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