Family Office Services
These services are exclusively offered for the client with complex family wealth concerns.
We can:
- Assist families in preparation of a "Family Mission Statement"
- Review the current governance structure of family offices
- Design cost effective information and communication systems that produce more meaningful and timely reports for family office executives and family members
- Develop procedures and controls to help deter fraudulent activities and enhance the security of financial data
- Evaluate various family office processes, such as:
Investment and Cash Management
Tax, Estate and Financial Planning
Family Business
Risk Management
Non-Financial Asset Management