Information Gathering, Organization & Integration

The first crucial component of any consultancy relationship is to know your client. We sit down with all members of our family and institutional clients to fully understand all aspects of their lifestyles, business affairs and interests including their goals and objectives. Additionally, information gathering and integration is an ongoing process because our clients’ family dynamics change with time and we design our process and capabilities to reflect these changes in the most expeditious manner possible.


Family Values, Goals and Mission

Our next step involves clearly defining the mission and vision of the family wealth and prioritizing the developmental needs of the family. As part of this component, devise customized educational programs for family members to help them make informed decisions and understand their individual values and shared values.


Family Multi-Generational Perspective

In this phase, we put in place the foundation for a family governance program, much like the way a corporation would run. We coordinate family meetings, map out each family member’s roles and responsibilities, and help families reach collective decisions. As part of every governance program, we prepare the next generation for the privileges and responsibilities of wealth and help create a structure that will ensure continuity of family decision-making that will provide for the smooth inter-generational transition of wealth. Finally, we provide for the implementation of a well-planned philanthropic program that reflects the values of the family and assist with the recipient selection process.


Wealth Management Process

Wealth management is last piece of the family office puzzle where we assimilate all the data and create an investment solution that reflects the risk and return parameters of the entire family. This is achieved after careful considerations of tax and estate planning constraints and a rigorous risk management process embodied in a well-crafted Asset Allocation model.