Family Office Solutions

With my team of experts, we will assess and discern ways to maximize productivity, realign the path to achieve goals, and evaluate the necessary policies, procedures, and protocols to attain the objectives, standards, and vision of the Family Office and Principal. 

• Setting Up A Family Office: Forming new LLC’s; setting up bill pay, expense tracking, payroll, and benefits.
• Consulting: FO needs assessment to include FO workflow chart, staffing and training, property and assets management, benefits, payroll, risk management, technology solutions.
• Staffing: Hiring and training staff; employment agreements, NDA’s & arbitration agreements in accordance with the state labor laws; ongoing employment sustainability consulting.
• Risk Management: Insurance and security solutions.
• Estates Management: Comprehensive property and vendor management; procuring additional properties, source outside vendors; create manuals and protocols; software solutions to streamline and optimize efficiency.
• Owner’s Representative and Project Manager: Residential renovations and new construction from groundbreaking to opening; damage mitigation and restoration; property acquisitions and management.
• Management of Tangible Assets: multiple residences, mega yachts, private aircraft, art collections and luxury automobiles.
• Concierge Services: High touch lifestyle management, travel arrangements, event planning.
• Family Governance and Philanthropy: Financial and investment education; creating and maintaining family governance; succession and sustainability planning; identifying and developing philanthropy initiatives; determining the family office mission statement.

Any Goal Can Be Accomplished When Fueled By The Desire To Succeed.