Inspiring Families to achieve their legacy for the next 100 years.

• Define vision and purpose
  
  
• Define governance: for the family and the business
  
  
• Create family and business policies
  
  
• Strategic planning: work with your team to create a 5- or 10-year strategic plan, aligned with the vision of the business.

• Setup: Create a business plan for new family office, including how it can evolve in coming years.
  
  
• Best practice review of existing family office.  We evaluate your services, technology, controls, governance, reporting and more, providing feedback on how you compare to other family offices and what else you should consider.
  
  
• Consulting: Our long-time leader is retiring, and we’re not sure what type of office we really should be. We evolved into a family office in the last decade, and are not sure if there are other services we should offer or perhaps we should operate differently. The family is changing as it grows, and we want to re-evaluate what the office should look like that supports it.
  
  
• Strategic planning: working with your team to create a 5- or 10-year strategic plan, aligned with the family's vision and goals.

Every family office is different, so let’s make certain that your new family office is designed specifically for your family. We start by gathering documents that you’ve created in the past, then interviewing a cross-section of family members to understand your needs and interests.

We conduct a robust workshop to actually design the office, ensuring that interested family members and advisors are actively involved.

We facilitate strategic planning for a family business, a family office, or a combination of the two.

Such a plan gives them an opportunity to proactively define where they will go, rather than reactively responding to events.

Strategic plans can be for 3-, 5-, 7- or 10-year periods.