The office

A family office is easy to open and expensive to run badly.

We design single and multi-family offices, and we oversee them, without taking custody of a single asset.

A family office turns private capital into decisions. Most are built around whoever happened to be available, then never reviewed. We set the mandate, the operating model, the reporting line and the controls, and we sit on the family's side of the table to oversee performance, cost and risk. We advise on the office. We do not become the thing the office exists to watch.

What the work involves

Single and multi-family office design (SFO / MFO)
Operating model, mandate and staffing
Reporting, controls and oversight framework
Manager selection and review (advisory)
Cost and risk supervision
Governance link to the constitution and structure

The line we hold

Advisory, not custody. We oversee the office and the managers; we do not hold the accounts or execute the trades. Where custody or settlement is needed, it goes to IFB or to the family's own institution.

Who retains us

Families building an office for the first time, and those whose office has grown faster than its controls.

An office no one reviews is a cost no one controls.

Design the office →