Family Office Consulting

Our clients recognize that the current generation of family members are guardians of wealth for future generations. We teach them effective stewardship: how to develop and manage family resources to grow and safeguard their prosperity.

Our clients recognize that the current generation of family members are guardians of wealth for future generations. We teach them effective stewardship: how to develop and manage family resources to grow and safeguard their prosperity.

Achieving multi-generational success through effective stewardship

We take the long view: we work to a time horizon that covers multiple generations, giving you the perspective and informed analysis you need to understand both the long and short-term implications of your decisions, and supporting you through the decision-making process. We are always there to give you expert guidance backed up by rigorous research, so you can be confident in your actions.

Creating the conditions for success

We know that your success depends on you creating a strong family culture and an environment that supports your efforts. We work with you and your family to design and implement the strategy, policies, and governance framework that align with your shared values, and will deliver peace of mind, security and stability.

Our Family Office Services deliver:

  • Structure: well-defined family governance, communication and participation structures
  • Alignment: a strategy which aligns with your family's values, culture, and objectives
  • Clarity: research, analysis and a network of seasoned advisers to guide your decisions
  • Productivity: ensuring your assets remain productive over time to maximize returns
  • Continuity: succession planning and coaching for family and business leadership
  • Security: robust asset protection and asset transfer structures and processes
  • Monitoring: ongoing evaluation and reporting of business and investment performance
  • Peace of mind: the knowledge that you are working to best practices and 'tried and true' models
  • Contribution: creating a meaningful legacy which aligns your family's fortunes and wider contribution to society