Manage Your Family Office

For thirty years we have been engaged as senior advisor to and out-sourced CEO or Chief Strategy Officer for wealthy families throughout the United States as well as for royal families of the Middle East and Europe. We are the quarterback for the family.

Our assignments and services have included:

Structuring family offices, foundations, and governance programs
Creating new trust structures and serving as trustee
Developing and managing high-impact philanthropy programs
Creating investment strategies and conducting manager searches
Crafting multi-generational communication and mission programs
Drug abuse coaching, educational planning, and counseling
Reputational management and family security programs
Real estate and personal asset acquisition and management
Accounting, auditing, manager assessments, research, and reviews
Art advisory, acquisition, de-acquisition, collections management
Representation in private equity management and due diligence