Family Office Types

Family Business Office

Family Business

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

Sample Deliverables

Lifestyle Investments Taxes Estate Document Management Education Governance
  • 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 record keeping and document retention
  • Education plans for next generation family members
  • Family meeting facilitation and governance system development