What is your family office diagnostic report?
As part of our consulting solution, we often create a family office diagnostic report which provides a research-based baseline of the current situation and recommendations for change management. These reports are always customized.
What investment services do you provide?
- Investment committee guidance
- Personal cash flow and budget planning
- Investment policy statement review and advice
- Asset allocation review
- Wealth advisor and portfolio fee review
- Risk profile review
- Direct investment due diligence
What investment services don’t you provide?
We do not provide advisory services.
Do you provide insurance advisement?
No, however, if an advisement is required as part of an engagement, we can provide the client with options of qualified professionals to select from to provide insurance advice.
Do you custody assets?
No, we do not custody any assets.
Do you provide trust services?
We provide a review of your trust documentation and help you understand what the trust means to you and your heirs.
We do not provide traditional trust services or legal advice.
Can you help with what to do next with liquidity events (inheritance, sale of asset, lottery, etc.)?
Yes, we help families manage the considerations and the full scope of planning for all kinds of liquidity events.
Can you help me find a multi-family office that meets my needs?
Yes, we have expertise in the multi-family office segment.
Can you help educate my adult children on wealth matters including how to understand their personal investment statements?
Yes, through our family wealth education program, Tamarind Learning, we offer an array of online courses, webinars, and opportunities for coaching and mentoring.
Do you facilitate family meetings?
Yes, we facilitate family meetings and have experience doing so for more than a decade.
Do you customize executive retreats for family office personnel?
Yes, we design and facilitate executive retreats based on the theme provided or needs determined during the diagnostics of the family office.
Do you help with the on-boarding of new employees working in the family office?
Yes, our process of on-boarding new employees for both family office and family foundation positions has proven very successful and rewarding.
Can I hire you to be on my board?
Yes, please contact us if you are interested in discussing the opportunity.