Structure and governance for family wealth.
As a family’s wealth grows beyond one operating business, it needs its own structure, governance and decision-making. Our Family Office Advisory is delivered with our partner platform, Akseer Research, which specializes in advisory for family offices and wealthy families.
Areas of support
- Assessing whether a single-family office is right for your family
- Governance structures, investment committees and decision rights
- Family constitutions and policies for wealth, employment and philanthropy
- Aligning family values with wealth management