Family office services
An operating system, decomposed into six architectures.
We work on each pillar in depth, and on the interactions between them. Most families engage us on two or three at first; the rest follows when the operating model demands it.
Services
The six architectures we work on.
Each is a coherent pillar in its own right and a part of the wider family operating system. Read each in depth, or begin a confidential conversation about how they would apply to your situation.
Investment & Wealth Architecture
Independent oversight of how capital is allocated, structured, and reported across the full portfolio.
Wealth Planning & Structuring
Coordinating the legal, tax, and fiduciary architecture that protects capital across generations and jurisdictions.
Administration & Back Office
The operational engine: consolidated reporting, bill-pay, document management, cybersecurity, and the data plumbing behind the family.
Family Governance & Education
Designing the structures and rituals that turn shared wealth into shared decision-making — across generations.
Philanthropy & Social Impact
From foundation design to grant operations and impact-aligned capital — built with the same rigour as the rest of the portfolio.
Lifestyle & Family Support
Discreet coordination of properties, staff, security, healthcare access, and the assets that live alongside the portfolio.
The operating model
Architect. Integrate. Operate. Govern.
Every engagement runs through the same four phases. The depth and duration vary; the discipline does not.
- 01
Architect
Read the current state. Design the right operating model — entities, advisors, reporting, controls, governance. Decide what to keep, retire, and build.
- 02
Integrate
Stand up the technology layer. Consolidate reporting across custodians. Harden cybersecurity. Migrate documents. Onboard the right specialists.
- 03
Operate
Run the rhythm — monthly close, quarterly reviews, exception flags. Keep the system clean, current, and decision-ready.
- 04
Govern
Convene the family at the right cadence. Maintain the governance documents. Prepare the next generation. Re-architect as the family evolves.
— Next step
Begin with a confidential conversation.
Thirty minutes, no agenda, no obligation. Enough to see whether the architecture you are looking for is the architecture we build.