Single family offices seeking a partner model

A single family office gives a family control, at the cost of building and maintaining every capability in-house. A multi-family office partner can add that depth while the family keeps its own office and its own decisions.

The situation

Depth without duplication.

Single family offices often reach a point where the range of expertise required, across investments, governance, structuring and reporting, outgrows the team. Recruiting for each capability is costly and can be difficult to sustain.

We work alongside an existing family office or its governing body, supporting the areas where independent expertise adds most, while the family’s own team remains responsible for its decisions.

Questions we help answer

What families ask us.

What should stay in-house?

A view on which capabilities to keep and which to share.

How do we oversee our managers?

Independent oversight of managers, mandates and costs.

Is our governance ready for the next generation?

A review of the framework the office operates under.

How do we coordinate across jurisdictions?

One point of coordination for advisers in several countries.

An illustrative situation

Illustrative example. Not a client.

A family office with a small team manages the family’s liquid investments and its operating companies. As the family spreads across two jurisdictions, governance and cross-border structuring take more time than the team can give.

We take on those workstreams under a defined mandate and report to the family office’s investment committee.