Services and mandates
Two ways of working. A review is fixed in scope and fee, and leaves the family with a picture of its own office. A mandate puts a partner in an operating role inside the structure until the work is done.
A defined scope, a fixed fee, an end date
A review has a defined scope, a fixed fee agreed before it starts, and an end date. Nothing continues afterwards unless the family asks for it.
Family office audit
An independent reading of a single family office across five areas: structure, staffing, cost, asset allocation and governance. Four to eight weeks, a fixed fee agreed before we start, and a report the family can use without us.
The 20-question self-audit
The questions we ask in an audit, in a form the family can work through itself in an afternoon. Twenty questions, and no adviser needed in the room.
A partner inside the structure, until the job is finished
A mandate begins where a review ends, or on its own. A partner works inside the family's structure, alongside the people already there, until the job is finished. Then we leave.
Each of the three is set out in full under our work, with what we do, when families call us, and what they are left with.
Not sure which one fits?
If you are not sure which of the two fits, a 30-minute conversation with a partner is normally enough to tell. We will also say when the answer is neither.