Family Office Advisory Services

A primary goal of most family offices is to protect the family from damage and loss, whether financial, physical or reputational. Risks can arise from a variety of sources, including the business, investments, technology or operations.

We support family offices by assessing their levels of risk through our risk score index. The risk score index is based on our detailed questionnaire applied across the five dimensions of the Committee of Sponsoring Organizations framework and across seven categories of risk, resulting in a score for each dimension to determine where your office excels or falls short. Our team will then work with you to properly develop a risk management framework to address each area of vulnerability in order of importance.

Learn more

Diverse multi-asset class portfolios. Complex income allocations across multiple tiers of ownership. Multigenerational families with competing priorities. Family offices face challenges that can complicate their ability to generate timely information to support decision-making.

To reach informed conclusions, you need relevant and timely information enabled by technology that supports you to stay on top of it all. We’ll work with you to find the right technology and approach for your current ecosystem, while remaining mindful of future concerns and aspirations. We also can support you in the design and implementation of a technology road map to further the family’s vision. From selection to implementation, our team will guide you toward a leading design of operating model, robust technology and efficient processes.

Learn more

Leading families view governance planning as an ongoing process that strives to preserve the family capital and wellbeing, engage each generation, and provide a framework for the family to successfully manage its business and other activities now and into the future.

Development of a family office succession strategy and plan is a key component of governance. A framework to support a successful generational transition requires a focus on four dimensions: leadership, ownership, legacy, and value and wealth transition. These are key considerations for three primary stakeholder groups: owners, families, and the business and investments. We can support you with the design and implementation of governance structures, protocols and operations to protect, preserve and grow your family’s legacy for more than 100 years.

Learn more

Family enterprise tax and finance departments are being impacted by legislation, technology disruption and evolving skills requirements. To achieve efficiencies, they’re exploring alternative sourcing, from discrete services to complete outsourcing. Managed Services uses a technology-driven delivery model that pairs highly skilled resources with leading-class processes to help companies achieve their strategic vision. Managed Services includes:

• Delivery services: compliance and workflow streamlining support that creates efficiencies and reduces fixed costs.
• Technology: platforms that enable enhanced analytics, greater visibility and control over tax data.
• Governance and risk management: global and regional knowledge and experience to navigate tax governance and controversy.
• Talent: professionals in multiple disciplines empowering organizations through tax operation and planning experience.
• Data: comprehensive data management and analytics to support tax decision-making.
• Tax transformation: services in the operating-model space, with optimal infrastructure, technology, and scale.