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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. 

We provide comprehensive support to family offices seeking to design, enhance, or modernize their operational infrastructure. Our work is highly customized—grounded in each family’s unique objectives, complexity, and stage of evolution.

  • Design and implement tailored infrastructure solutions, including customized workflows, templates, and processes that reduce redundancy and support long-term scalability
  • Serve as an extension of the family and internal team, providing hands-on support across strategy, execution, and day-to-day problem solving
  • Evaluate, recommend, and onboard technology platforms, service providers, and staffing solutions aligned with the family’s needs and operating model
  • Partner with families on strategic vision and execution, ensuring that infrastructure decisions support governance, efficiency, and continuity
  • Assess existing resources and identify gaps, including recommendations for additional internal staff or external vendors as needed

Advisory is foundational to all of our work. Throughout development engagements, we act as a thought partner to family office leadership—bringing perspective, context, and judgment to complex decisions as infrastructure takes shape.

For families seeking a dedicated, standalone advisory relationship, we offer our Annual Operating Framework: a structured, recurring governance program designed to replace reactive decision-making with clarity, rhythm, and foresight.

Through this engagement, families gain:

  • A disciplined annual review and goal-setting process, establishing priorities, accountability, and alignment across the family office
  • A structured operating cadence, with regular check-ins that surface progress, risks, and upcoming decisions before they become urgent
  • Ongoing insight into technology, risk management, and professional development, grounded in our work across family offices and evolving best practices
  • A consistent thought partner and trusted resource, providing continuity as leadership, complexity, and circumstances change
  • Forward-looking support for decision-making, ensuring goals are revisited, refined, and executed—rather than deferred to year-end pressure points

Accounting is the operational backbone of an effective family office. Our work focuses on building institutional-quality accounting functions that deliver accuracy, transparency, and confidence—without unnecessary complexity.

We support families by:

  • Designing and implementing repeatable accounting policies and procedures, creating clarity and consistency across internal staff and external service providers
  • Establishing strong controls and oversight, aligned with the family office’s risk profile and governance expectations
  • Onboarding and integrating accounting counterparties and services, including advisors, administrators, and technology platforms
  • Producing regular consolidated financial reporting, including budgets and cash forecasts to support informed decision‑making by family members and office leadership
  • Recruiting, onboarding, and training internal accounting team members as needed, with role clarity and accountability built into the operating structure
Family Office teams are often intentionally lean, making each hire consequential. We help families build thoughtful, adaptable teams – where responsibilities are well understood, capacity is appropriately balanced, and incentives support continuity, trust, and long‑term effectiveness.
 

Our staffing work includes:

  • Identification and onboarding of new employees, including search strategy, candidate screening, reference and background checks
  • Design and implementation of employment and compliance documentation, including offer materials, policies, onboarding documents, and employee manuals
  • Compensation reviews and benchmarking, with market-informed analysis and recommendations
  • Development of goal-setting and performance review frameworks, supporting accountability, professional development, and compensation decisions
  • Advisory support for team structure and role clarity, ensuring staffing decisions align with the family office’s operating model and risk profile