Value Proposition
A true Family Office with objective advice on all forms of capital and with the family at the center.
Discovering Values and Purpose
- Personal and Family Values Map Identification
- Diagnosis and understanding of the family system
- Workshops on family purpose and Family Office strategy
- Workshop on Governance Spheres in the Family Ecosystem
Comprehensive Heritage Diagnosis
- Personalized diagnosis
- Alignment with family goals, risks, and values
- Global and Comprehensive Heritage Report
- Economic Heritage Strategy Design
Design and Structuring of Family Offices
- Organizational Architecture of a Family Office
- Definition of roles and responsibilities
- Implementation of processes and controls
- Selection of suppliers and external advisors
Investment Governance
- Family risk profile discovery interviews
- Quantitative optimization of strategic asset allocation
- Definition of the investment process, roles, and responsibilities
- Investment Policy Preparation
- Structure of the Supervisory Body of the Investment Committee
Investment Committee
- Structuring and Implementation of the Investment Committee
- Independent Committee Member
- Governance Design and Agenda Setting
- Evaluation and Selection of Investment Opportunities
Global Asset and Risk Management Report
- Reporting Tool Selection
- Consolidated Financial Report Design
- Risk Management
- Profitability and Risk Reporting
Next Generation Preparation
- Financial education and decision-making skills
- One-on-one and group mentoring focused on the roles of each family member
- Ongoing support for the family cycle
