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Family Office Advisory
We evaluate each of your advisor’s performance based on the mandate given for the specific portfolio they are managing and deliver a detailed report on performance evaluation, investment views, implementation methods, and positioning.
Platform Specific Recommendations
Our recommendations for each account are based on a thorough evaluation of each custodian’s platform, an assessment of the investments available through each platform, and an implementation strategy to optimize the use of each platform.
Advisor Fee Analysis
Some of your advisors charge fees based on assets under management while others may charge commissions and/or embed their fees within the transactions. Understanding the fees you pay and minimizing these fees while fairly compensating your advisors is key to a long-lasting relationship.
We know how difficult it is to consolidate your accounts and adequately assess your portfolio allocations and risks. We can provide you with a consolidated report and advise on specific rebalancing or repositioning.
Real Estate Advisory
Many of our clients invest directly in real estate. We can help evaluate the terms of the deal and market assessment so you can make an informed decision on whether to purchase a specific property.
As consultants, we are experts at process improvement, revenue enhancement, strategic planning, and cash flow management. If you have a business that may not be operating at its optimal level, we can help get you there.
Looking to buy or sell a business? We can help determine the proper valuation for the business and consult with brokers, consultants, and others throughout the process.