Family Office Advisory
One size fits one: your bespoke family office
We help families and family offices shape and deliver their strategic goals, enhance governance and investment performance and improve operational effectiveness.
Design and Build
Creating a single family office that works for you.
We ensure that your organisation is nimble and future-proof with multigenerational buy-in.
Strategic Review
Elevating your organisation from good to great.
We ensure your family office operates efficiently in a changing economic, financial, geopolitical and societal environment.
Ongoing Advisory
Providing ongoing support as a Non-Executive Director, Investment Committee or Investment Advisory Committee member and/or independent adviser.
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Understanding you and your family, your values and purpose, and the goals for your family office.
We help you to define your legacy intentions and create actionable strategies that integrate into your wider succession roadmap.
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Understanding your investment objectives and designing or reviewing your investment strategy to ensure that your investments align with your goals and liquidity requirements, including those for different generations.
We help by designing your investment strategy and portfolios, review and model asset allocation, review existing manager performance, and run a rigorous manager selection process.
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By mapping out your team and ecosystem of advisers, we can identify any gaps in your existing ecosystem.
We work with you to enhance the alignment of team performance with your family’s long-term objectives.
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Considering suitable structures and jurisdictions, reflecting the tax, legal, regulatory and residency considerations of different family members.
We ensure that flexibility is embedded into your organisation for future generations.
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Designing governance and communications protocols to enhance critical decision-making and professionalisation.
We ensure that your organisation has effective governance, processes, alignment of family values with the team, and clarity of opportunities and responsibilities for the next generation.
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Creating a bespoke philanthropic strategy gives you the opportunity to create a meaningful impact with your wealth, whilst making a positive difference to causes with which you have an affinity.
We support you by exploring your philanthropic interests, understanding your goals, considering any risks, and monitoring and evaluating impact to ensure that your objectives are met.
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Designing or reviewing your target operating model, in particular internal and external functions.
We help to maximise your financial, human and social capital across the organisation, assessing your investment architecture, IT systems, finance, operations, HR and lifestyle services requirements for a cost-effective operating model.
Successful succession
Succession planning is an integral thread that we weave through every aspect to shape a resilient and robust family office for you.
Benefits to you
Control
You are in the driving seat; we help you articulate the strategy, stress test the risks and costs, and provide clarity on implementation.
Peace of mind
You are supported by experienced practitioners who guide and challenge you every step of the way, giving you confidence that you are operating at best practice.
Value for money
You have cost-effective access to hard-to-hire talent and hard-to-find family office expertise, as well as our fee negotiation firepower.
