FAMILY OFFICE SOLUTIONS
Providing
executive services to complex families at the crossroad of their family,
values and
resources.
About Us
The combined needs and resources of today’s entrepreneurs and their multi-generational families truly are some the most complex enterprises in the world. Layers of generations of family, their history, the values they carry mixed with the layers of businesses, investments, trusts, and foundations truly create a complex ethos that dwarf’s the needs of even some of the world’s biggest business enterprises.
Family Governance
- Planning and Design
- Development of Family Mission, Vision, and Value Creeds
- Family Fiscal Skill Development Plans and Mentoring
- Tackling Challenging Dynamics
Community Impact PLANNING
- Philanthropy Development and Management
- Impact Investing
- Angel Investing
- Focused Direct Investing
OUR PROCESS
Our process is a complementary process
Why? We find investing the time to truly understand the families we serve, and their situation puts us in the best position to deliver significant measurable value to the families we serve. This process involves a series of collaborative in person or via video to accomplish the following:
- Seek to understand:
Gain an understanding of the family and the mission.
- Understanding the values and objectives of the family
- Understanding the family dynamics and their possible impact
- Understanding any transitions impacting the family – succession, illness, disabilities, premature deaths, divorce….
Gain a deeper understanding of the family.
- Financials
- Taxes
- Estate Planning
- Investments
- Businesses and Entities
Strategic review in search of issues and opportunities
- What could be working better?
- What should be considered to improve the family’s situation?
- What issues are creating risks and exposures to the family?
2. Development of the strategy or plan of attack with the family
3. Engage to execute that strategy.
4. Engage to manage that strategy to keep it on track.
