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Client Advisory Financial Planning Investment Program
Management		 Global Council Operations
  • Advice and counsel
  • Consulting services
  • Business transition planning
  • Strategic philanthropy
  • Day-to-day administration and coordination
  • Coordination of estate and tax planning
  • Cash flow and debt management
  • Insurance management
  • Investment Policy Statement
  • Asset allocation
  • Manager search and selection
  • Performance measurement
  • Consolidated reporting
  • Global best practices
  • Global philanthropy
  • International investing and banking advice
  • Multi-jurisdictional tax issue advice
  • Project management
  • Compliance
  • Operational management

 
 


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Family Wealth Audit

Working in collaboration with the family's existing legal counsel, we review all of the estate planning and other governance instruments and entities to understand the entire wealth situation. We then take each participating family member through a customized survey designed to ascertain understanding of the details and perspective on the principles.

After the interaction with the family around the survey, we summarize how the wealth planning instruments and entities reflect the goals and objectives of the family and how they do not, where efficiencies can be built into the management of various entities, and where further communication among family, with advisors and with others, might move the family forward in its objectives. The summary takes the form of a written report and a presentation of findings usually requires a two-day family meeting.

The result is far more effective family wealth management. Advisors are enabled through more efficient communication with the family. Family members are enabled to pursue their own interests and at the same time manage the wealth responsibly.