Family governance constitutions and disciplined office operations.
Advisory-only family constitutions, councils, operating models and administration scaled to multigenerational complexity.
Reduce ambiguity before it becomes conflict.
We design governance charters, decision-rights maps and council rituals alongside pragmatic office operations — reporting cadences, bill-pay orchestration and coordinated professional advisers — without entering regulated investment activity.
Before work begins, we clarify the operating context, governance expectations, and commercial pressures behind the brief. That gives the engagement a clear purpose before technical analysis starts.
The result is a more complete advisory view: what matters now, where risk may surface next, and how recommendations can be implemented without creating unnecessary hand-offs or ambiguity.
Scope
Clarify the decision, deadline, stakeholders, and evidence standard before work begins.
Delivery
Combine partner judgement, technical review, and practical implementation planning in one workstream.
Follow-through
Convert findings into owners, actions, and next steps that leadership can track after the session.
Topics
Capital introduction advisory
Non-regulated preparation support — investor readiness, governance alignment, materials discipline and network mapping without arranging or raising capital.
Succession & estate governance
Continuity frameworks, next-generation pathways and estate governance structures documented for multi-jurisdictional families.
Philanthropy & impact advisory
Philanthropy strategy, foundation governance, grant-making frameworks and impact measurement models aligned to family values.
Reporting
- Consolidated net-worth statements
- Investment performance reporting
- Cashflow & projection reporting
- Quarterly family briefings
Administration
- Bill pay & treasury
- Insurance management
- Property and asset administration
- Concierge coordination
Governance
- Family charter design
- Family council support
- Next-generation education
- Succession facilitation
Professional coordination
- Legal and tax coordination
- Investment manager oversight
- Philanthropy structuring
- Custodian and banking oversight
Three ways families engage.
Engagements range from a light-touch oversight model through to a fully outsourced family office, with hybrid models the most common.
- Oversight only - light-touch reporting + advisor coordination
- Core services - reporting, bill pay, tax, governance
- Full outsourced family office - all-in scope under one roof
Considering a family office?
A confidential 90-minute meeting with a family-office partner scopes the right engagement model.