Family Office Solutions
Recognized in the industry for outstanding family office management consulting and family wealth counseling, we provide leading-edge insights, knowledge, and unbiased solutions. Whether you are thinking about creating a new family office, are seeking advice on family governance best practices, or need C-Suite solutions, we can support you in all areas of the family office.
Administration
When it comes to administration, we offer the systems and support that enhance the critical areas of your operation such as budgeting, reporting, document management, strategic planning, operations, communication, and calendar management.
Tamarind Learning
Our education solution, Tamarind Learning, provides online courses and learning paths that empower families to succeed, perpetuate, and prosper. Participants can learn independently or in cohorts, attend live webinars, and take advantage of one-on-one coaching and mentoring. We also customize learning to the needs of individual families.
Who We Are
We are thought leaders, innovators, educators, and practitioners in the family office industry. Founded by a fourth-generation owner, trustee, and beneficiary, we understand your complex needs and serve as your trusted partner.
Why We Do What We Do
We believe that families and their family offices deserve objective, unbiased advice and consultation that is not tied to financial or investment products. This is always our practice.
Our Unique Approach
Driven by excellence, our approach is rooted in industry-recognized, leading-edge insights, knowledge, and experience. We are dedicated to finding the best solutions for each and every client.
Who We Serve
We work with families of wealth, the operators in their family offices and family enterprises, and their strategic advisors and providers to solve their unique family office and wealth challenges.
While every family and family office has their own unique qualities and challenges, each type of client shares common, overarching reasons for engaging us.
Families
Families come to us to bridge their goals and aspirations with actions related to the creation, evolution, and governance of their family office. We guide families in all areas related to their family office through our research-based assessments and insights, and our detailed strategic recommendations.
Operators
Family office and family enterprise executives and employees come to us to initiate change within the organization. Through our unbiased, fact-based, and multi-disciplined approach, we clarify the specific challenges and provide the strategic recommendations that empower operators to enact change.
Advisors and Providers
Trustees, advisors, and providers come to us on behalf of the family, family office, and family enterprise for strategic and integrated planning. With insight into each family’s needs, both today and into the future, we build resilient approaches to planning and collaboration among all stakeholders, always in the best interest of the family.
Our Awards
RayLign
Advisory
Honored as Top 25
Family Dynamics
Leader 2016
Kirby Rosplock, PhD
Family Firm
Institute
Richard Beckhard
Practice Award
Winner 2018
Kirby Rosplock, PhD
The Family
Wealth Alliance
Thought
Leadership Award
Winner 2018
Kirby Rosplock, PhD
Family Wealth Report
Awards 2019
Family Office Management
Counsultancy Award
Tamarind Partners
Family Wealth Report
Awards 2019
