Single-family office focus
Rothmere Advisory works with family offices that prefer a senior external sounding board—someone who has seen how investment committees stall, how private deals crowd out liquidity, and how reporting stacks fail under stress. We are not a substitute for CIO or CFO; we strengthen the quality of their interface with principals and boards.
Typical scenarios
- Redesigning the investment policy after a major liquidity event or generational shift.
- Harmonising views between an operating holding company and the family’s liquid portfolio.
- Preparing concise board books that surface concentration, currency, and cash-flow risks without burying the narrative in manager marketing.
- Supporting next-generation education in a structured way—aligned with family values and professional boundaries.
- Evaluating whether to insource or outsource functions (risk, compliance overlays, private asset monitoring).
Operating rhythm
Family offices run on calendars: quarterly investment reviews, annual strategy offsites, ad-hoc deal flow. We adapt to your rhythm—whether that means attending select committee meetings, reviewing materials in advance, or working in focused sprints around a transaction or restructuring.
Because we limit the number of active mandates, response times and depth of attention remain predictable. That predictability matters when markets gap lower or when a private investment requires a same-week decision.