Modern solutions for ultra-high
net worth families
The modern multi-family office is the preferred way that wealthy families around the world manage their financial, philanthropic, and personal affairs. A well-designed multi-family office can serve as a centralized support system that is specifically tailored to the needs of the family.
Our Multi Family Office Value
The very nature of a family office indicates that the value is most likely different for each client. Family office relationships may not be appropriate for every ultra-high net worth family, but there are several services that independent family offices are better positioned to provide when compared with large financial institutions.
General Family Office Client Profile
Ultra-High Net Worth
- +$100M Assets
- Inherited Wealth, Entrepreneurs, Executives
- Philanthropic
Multiple Stakeholders
- Immediate and Extended Family
- Other Wealth Managers & Advisors
- Estate and Tax Professionals
Financial Complexity
- Multiple Trusts and Entities
- Mix of Public and Private Assets
- Unique Assets
Tailored Services
Our services depend on the needs of each family, but the following are commonly utilized in addition to what you would expect from traditional wealth management.
Portfolio Strategy
- Organize wealth as a single portfolio strategy
- Optimize strategy across family entities and financial institutions
- Customize strategy for multiple generations
Alternative Investments
- Access to non-traditional investments such as Venture Capital, Private Equity, and Direct Real Estate
- Minimal to no additional fees added to maximize growth
Professional Advisor Coordination
- Ongoing coordination amongst tax, estate and legal team
- Central point of contact
Fee Optimization
- Reorganize accounts and renegotiate fee schedules to minimize total management fees
- Our ability to reduce fees often means that we pay for ourselves in a few months
Impact Investing & Philanthropic Strategy
- Charitable giving research & strategy support to maximize impact
- Foundation administration
- Identify key family impact areas & build it into the total portfolio strategy
Family Governance
- Organization of annual family meeting conferences
- Administration and research to save family time
- Help next generation learn and prepare for the future
Account Aggregation and Custom Reporting
- Monitor all accounts, managers, and entities simultaneously
- Custom reporting and digital ongoing access
Family Legacy Projects
- Bespoke projects with a purpose
Expense Management
- Develop process to ensure expenses are covered
- Cash flow monitoring
Portfolio Strategy
- Organize wealth as a single portfolio strategy
- Optimize strategy across family entities and financial instructions
Fee Optimization
- Reorganize accounts and renegotiate fee schedules to minimize total management fees
- Our ability to reduce fees often means that we pay for ourselves in a few months
Account Aggregation and Custom Reporting
- Monitor all accounts, managers, and entities simultaneously
- Custom reporting and digital ongoing access
Alternative Investments
- Access to non-traditional investments such as Venture Capital, Private Equity, and Direct Real Estate
- Minimal to no additional fees added to maximize growth
Philanthropic Strategy, Research and Administration
- Charitable giving strategy support to maximize impact
- Administration and research to save family time
Family Legacy Projects
- Bespoke projects with a purpose
Impact Investing
- Identify key family specific impact areas and build it into the total portfolio strategy
Family Governance
- We help organize a multi-day annual family meeting to review strategy, set new goals, and hear from managers and stakeholders. Integrates business and pleasure for a memorable experience
Expense Management
- Develop process to ensure expenses are co
Next Gen Education
- Help next generation learn and prepare for the future
Professional Advisor Coordination
- Ongoing coordination amongst tax, estate and legal team
- Central point of contact
Incentive Alignment
Our family office clients often have existing relationships with other financial institutions. We value those relationships, working to compliment good investment work that is already in place and make new recommendations to replace underperformers. We view our role as the family’s most trusted advisor, sitting in as Chief Investment Officer and Execution team to institutionalize family wealth.
Custom Fee Structure
- Fees are negotiated based on services provided
- Flexible annual flat fee based on services provided or low asset based fee structure
New Client Limit
- We’ll only onboard 1 new family office relationship every 6-12 months
- New relationships often require significant dedicated attention