Family Governance
Defining roles, decision-making rules and forums for dialogue among family members.
Family Office
Wealth begins with a story.
We help entrepreneurial families organize, preserve and grow their wealth.
Our Role
A single, independent and discreet counterpart.
A family’s success brings new complexity: multiple generations, multiple advisors, multiple structures and decisions that shape the future.
We help families regain a complete view and turn their wealth into a shared endeavor. As investors ourselves, we approach these questions as peers, not as sellers of financial products.
How We Help
The complete picture.
Wealth Organization
Building a consolidated, orderly view of the family’s assets and holding structures.
Strategic Allocation
Setting a direction consistent with the family’s objectives, liquidity needs and time horizon.
Succession
Preparing the transition of leadership and wealth, in coordination with the family’s advisors.
Family Business
Supporting decisions about the future of the company: growth, partnership, outside capital or sale.
Advisor Coordination
Ensuring consistency across the family’s legal, tax and financial advisors.
Our Process
At each family’s pace.
Listen
Understand the family’s history, values and the expectations of each generation.
Map
Establish a complete view of assets, structures and priorities.
Structure
Define the priorities and organization best suited to the family.
Partner
Stay engaged over time, through family milestones and changing markets.
