Family office consulting

Every single-family office is unique.  Setting up your own single-family office requires thorough planning and involves dealing with very broad topics such as legal and tax structures, operating model, personnel, risk management, governance, IT, etc.

We can guide you to tackle these issues and work with you from planning to execution to accomplish your goals.

Family offices need to evolve and modernise over time to meet the continually evolving needs of the family. 

We can help you discover, evaluate and rationalise what can and should be transformed in your family office. 

We will develop an execution plan and to assist you in executing it seamlessly.

Preparing a multi-generational transfer of wealth involves many considerations such as preserving and growing the family wealth, promoting the family unity, nurturing future generations and family enterprise leaders, and transferring wealth through a proper tax and legal structure.

We help our clients navigate these challenges and opportunities by developing long-term family wealth transition plans and structures.

Having the right professional team in place is one of the most important success factors in running a family office.

We have done extensive research and have experience assisting family offices to determine the most suitable team structure, compensation and performance benchmarking. 

Please refer to our Family Office Compensation Benchmarking report here.

The topic of governance is often overlooked in running a family office. Having robust governance, reporting and IT systems will help better manage risks such as cyber security, liquidity management, etc. 

Our experts can advise you on best practices and appropriate risk mitigating measures.