Our work
Situations without a name.
Most of what we do does not fit a service page. As a family member, a family office executive or an adviser to the family, you may face a situation you are not quite sure how to handle. We are usually a good first port of call.
Some of what families and their offices have brought to us.
- A sibling wants to leave the family office, and the family wants the exit settled fairly and in writing.
- A structure built up over the years for tax reasons, which nobody in the family or the team can now explain or unwind.
- Investments that no longer reflect what the next generation wants to do with the family's wealth.
- A team put in place by the previous generation, and a next chapter that needs something different.
- A latent disagreement between family members, before it turns into costly litigation.
- A board seat, a direct investment or an external mandate where the family is no longer sure its interests come first.
How to start.
Write a few lines to a partner, or simply leave your phone number. There is no need to put anything in writing that you would rather not, and one of our partners will get back to you.