Leadership, Ownership & Wealth
A Family Office Built Around Your Family’s Priorities
From first structure to full governance, advisory for families professionalizing how they manage wealth beyond the operating business.
What is a family office?
A family office is a dedicated entity managing a family's wealth, investments and services separately from the operating business. It typically handles investment oversight, reporting, liquidity, and administration, and it works only where its mandate and reporting lines to the family are clearly defined.
How We Advise on Family Offices
01 — Feasibility & Structure Design
Whether, when and how to establish a family office. The honest answer is sometimes not yet, and a family is better served hearing that before the hiring begins.
02 — Governance & Mandate
Clear reporting lines, mandate and oversight from the family. Offices without a written mandate drift toward serving whichever family member engages with them most.
03 — Integration With the Family System
Alignment with the family council, constitution and wealth governance, so the office implements family policy rather than quietly setting it.
Who this is for
- Families following a liquidity event
- Families with diversified assets
- Families ready to separate wealth management from the operating company
Our Process
Feasibility Review
Assessing whether a family office is warranted, and at what scale.
Structure Design
Defining entity, services, staffing and cost model.
Governance & Mandate
Setting reporting lines, oversight and decision rights.
Launch & Integration
Standing the office up and linking it to family governance.
Have a question?
Answers to what business-owning families most often ask before their first conversation with us.
Usually after a liquidity event, or once assets outside the operating business have grown enough that managing them informally creates real risk. Scale matters less than complexity — several asset classes across several branches is often the trigger.
Investment oversight and consolidated reporting, liquidity and cash management, administration and record-keeping, and coordination of legal, tax and philanthropic activity. Some also provide family services such as education support and next-generation programmes.
It depends on scale and on how much control the family wants over confidentiality and staffing. Many families begin with an outsourced or hybrid model and move to a dedicated office as complexity grows.
Explore Family Office Advisory
Every conversation is confidential. Nothing discussed leaves the room.