“A fool thinks himself to be wise, but a wise man knows himself to be a fool.”

William Shakespeare

Family Offices Consulting

  • It is common for wealthy multi-generational families to build over time a disjointed medley of investment relationships with multiple service providers and banks, often resulting in complex and overlapping investment structures that have been set up inefficiently.
  • For families wishing to establish a centralized, information-distilling and decision-making hub to gain a clear and accurate view and control of their global wealth, our project-based tailored consulting services include a comprehensive rationalization process.
  • This process focuses on investment management, operational efficiency and optimization of costs. These may be achieved via the review and consolidation of various investment and execution relationships, possible asset consolidation and/or custodial services rationalization, as well as via a thorough review of third-party service providers (e.g. tax and legal services).
  • In our experience such a service, delivered with objective guidance, transparency and integrity, constitutes a cost-effective alternative to clients who do not want to incur the heavy expenses and lengthy effort of setting up their own family office but still wish to have access to institutional capabilities and a network of specialists.
  • Our independence allows us to function freely of any institutional selection biases.
  • For a substantial level of assets we can also offer tailored services in coordinating with or even managing the investor's entire family office.