WE ASSIST CLIENT FAMILIES TO DEVELOP MULTI-INTERGENERATIONAL WEALTH STRATEGIES

Creating a wealth development strategy for a family’s “Total Wealth” which involves:

• Analyzing business and family portfolios.
• Projecting future growth based on multiple factors and scenarios (e.g. family goals, desired returns, risk profiles, family consumption, and many others).
• Recommending investment and diversification strategies.
• Developing plans to grow the family’s financial wealth.

Assisting the family with the design, implementation, and benchmarking of their Family Office by:

• Designing the right family office model tailored to the needs of the family.
• Supporting the setup and implementation of the family office organization.
• Reviewing on a regular basis the performance of the family office.

Supporting the family in developing an investment and family office governance system that allow the family to maintain control and oversight of their wealth and advisors, such as:

• Designing and facilitating an Investment Committee, Family Office Board, Portfolio Board, Owners Council, and other governance mechanisms.
• Advising on the consolidated reporting and dashboard that a family should review on a regular basis.