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What is a family office?
A family office is utilized by affluent individuals and families to manage their wealth affairs.
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What types of services are offered by a family office?
Family offices are bespoke and may offer a wide array of services or focus on a limited few such as: tax advisory and planning, financial planning and capital sufficiency analysis, Cash flow management and many more...
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What are the different family office archetypes?
If you have seen one family office, you have seen one family office, which historically has made the space difficult to assess. Dr. Rosplock has outlined six family office archetypes in her book...
Our Services
- Family Office Consultation
- Research on Best Practices
- Change Management Advisory
- Family Office Governance and Planning
The Complete Direct Investing Handbook
The Complete Direct Investing Handbook provides comprehensive guidelines, principles and practical perspectives on this increasingly attractive private equity investment strategy. Interviews with leading family office investors, qualified private equity buyers, and top direct investing advisors provide essential insights, and attention to the nuanced processes of direct investing.
The Family Office Handbook
The Complete Family Office Handbook details how family offices operate, who should consider forming or joining one, and how to craft and set up a structure, purpose and vision for the office that fully serves a family’s particular needs and investment goals. Whether you’re a wealth creator, a member of a wealthy family considering forming or joining a family office, or a professional contemplating a career in this growing segment of the wealth management industry, this comprehensive guide provides insights to some of the most common questions and misperceptions. Find out what aspects of the family office are right for you and your clients.