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Family Office / Family Board of Directors™
We had such extraordinary success with our Family Board of Directors™ Model that we trademarked our process in 1998.
We structure our clients' estate and financial design based on their goals, objectives, needs, and values. We help educate succeeding generations. We implement and monitor the delivery of value.
We assist our client families in capturing appropriate opportunities:
- Business opportunities
- Leisure opportunities
- Family business decisions
We help reinforce our client families' strengths:
- Education of succeeding generations regarding integrated plan and investments
- Buffer family from complexity permitting more family time, recreation, vacations
We help our clients recognize, avoid, or mitigate dangers:
- Insurance
- Contracts
- Purchases and sales
- Avoiding lawsuits
We add value with our investment consulting function:
- Consolidated reporting
- Risk budgeting
- Mathematical/probability modeling and testing
- Tax efficiency strategies
Family Board of Directors™ advantages
- Better decision-making process
- Access to interdisciplinary team without worry that the "meter is running" for every contact/request
- Greater confidence that the tremendous values that can be delivered by integrated plan design will be delivered over time
- Adaptation of plan over time
- Consistent, coordinated education process for succeeding generations including managing credit and cash flow
- Reduced portfolio risks; less probability of uncompensated risks
- Reduced time spent on managing, monitoring, and documenting activities
- Lower investment costs
- Modeling, research, testing new concepts
Our clients agree having a Family Board of Directors™ results in greater values and captured opportunities. If you like, we can arrange for you to speak with one of our client families to learn first hand how the Family Board of Directors™ has improved their lives.