Establishing a family office can ensure professional, private and independent management of wealth and philanthropy over a multi-generational time frame. Our family office services include:
- preparing mission and family values statements
- advising regarding organizational structure,
- assisting in establishing trading platform and other systems
- retaining advisory boards and management teams
- establishing investment and philanthropy monitoring/oversight functions
- evaluating fees and negotiating agreements with sub-advisors
- assisting in the selection of legal, tax and other professionals and
- avoiding common mistakes
For more information, contact us.