Engagement architecture
Each relationship begins with a written scope: objectives, constraints, reporting cadence, and the counterparties with whom we will interface (banks, custodians, legal and tax counsel, trustees, internal family-office staff). This document is the reference point for accountability on both sides.
We typically operate in one or more of the following modes, depending on the family’s structure:
- Principal advisory — supporting an individual or couple on strategic allocation, concentration risk, and liquidity planning.
- Board and investment committee support — preparing materials, framing questions, and stress-testing proposals brought by managers or internal teams.
- Family-office chief-of-staff layer — aligning workflows across finance, legal, and operations without replacing executive leadership.
Core workstreams
Capital allocation framework
We help families articulate risk budgets, liquidity ladders, and role definitions for public markets, private investments, and operating company exposure—so decisions are comparable across silos.
Governance and documentation
Charters, investment policy statements, and escalation protocols reduce ambiguity when markets move or when generations disagree. We focus on clarity that lawyers and trustees can operationalize.
Reporting and data integrity
Consolidated views across custodians remain a pain point for sophisticated families. We define what “truth” means for the family: valuation policies, private-asset marks, and the minimum viable reporting stack.
Counterparty coordination
We communicate with banks and managers on the family’s behalf where authorised—always with transparent instructions, fee awareness, and no hidden economics on our side.
What we do not do
We do not custody assets, execute trades as agent, or market structured products. We do not replace licensed legal or tax advisers; we integrate with them. Any regulated activity required in your jurisdiction is either performed by appropriately authorised institutions or addressed through separate, explicit mandates.