SERVICES

 I believe a functional family is more important to successful transitions than high financial returns. Teamwork and effective communication are vital.

• Teamwork – meetings to start and continue key discussions
• Communication - improving effectiveness, information flow
• Education – financial, stewardship, risk, responsible ownership
• Legacy – how to pass on values and culture, archives, websites
• Family Glue – shared stories and experiences
• Conflict – almost inevitable in families
• Psychology of Wealth – how it differs by person and generation

 I can guide you from the development of shared family vision through to effective governance and a blueprint for a self-sustaining family ecosystem.

• Strategic – vision, roles for all, effective structuring
• Governance – family councils, charters, constitutions
• Transitions – usually closer than you think
• Succession and continuity – leadership, preparation, rehearsing
• Financial – sustainable cash-flows, level of distributions
• Philanthropic – strategic approach also relevant to giving
• Family Guidebook – an evolving family resource

 My family office experience, coupled with my professional and corporate management, finance and accounting experience enables me to help you in a variety of ways.

• Business management – reviews, finance and accounting projects
• Family Office management - reporting, advisor management
• Risk management – systematically identify and mitigate risks
• Family office decision – design, establishment, do you need one?
• Family office services – advisor and MFO selection, compliance
• Special projects – acquisitions, sales, negotiations, litigation
• Ongoing navigation – monthly reviews, contract or part time basis