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Service
Family office
Consolidated reporting, administration, and coordination across advisers.
Minimum engagement: $25.0M in assets
What this covers
For families whose affairs span multiple legal entities, jurisdictions, and advisers, the family office service consolidates reporting, administration, and coordination under one accountable team.
Scope
- Consolidated reporting across entities, asset classes, and custodians
- Bill payment, payroll, and concierge administration
- Coordination of external legal, tax, and insurance advisers
- Governance support: family council, meeting cadence, and documented decisions
How it differs
The family office service is built around continuity: the same team, the same documentation, the same review cadence, regardless of which adviser or jurisdiction is involved in a given decision.
Minimum
USD 25,000,000 in consolidated family assets.
Figures are illustrative. This page is not investment advice.