Family Business Office

For those whose ongoing source of wealth is one or more operating business.

The Benefits You Should Expect

Your family office team will create a multi-generational Success Plan in collaboration with you that provides:

A professional intermediary between family members and management whose purpose is to represent the interests of family owners while working collaboratively with management on all financial and ownership matters

Ability for company management to interface with a professional intermediary and organized, engaged and prepared owners
Proactive management of family ownership issues and structures
Deep technical knowledge of owning and transferring business interests in trusts and family limited partnerships
Efficient financial and investment management of dividends and other distributions
Avoidance and/or management of family conflict

Objective advice & exceptional service

Sample Deliverables

Goals-based financial and cash flow planning, liquidity management and capital sufficiency analysis
Asset allocation, investment due diligence, negotiation, selection and consolidated reporting
Comprehensive review of ownership structure and recommendations
Estate plan reviews and recommendations
Financial recordkeeping and document retention
Education plans for next generation family members
Family meeting facilitation and governance system development

What would you like your family office to do for you?