Total Advisory Approach

We provide a total advisory solution that combines investment services with the functions of the family office. We can be a resource in the following ways:

  • Family office set up or optimization
  • Strategy and structure analysis
  • Outsourced investment office
  • Service providers optimization
  • Investment due diligence
  • Investment committee support
  • Legacy privates portfolio optimization
  • Strategic advisory
  • Consolidated reporting
  • Special projects and research
  • Balance sheet analysis
  • Cash flow analysis
  • Liquidity analysis
  • Fees analysis