We Help Architect, Construct, and Operate Your Virtual Family Office
Over 15+ years, our team has successfully established over 200 family offices, emerged as the leading thought leaders in the family office space, organized 250+ live events, and proudly run the largest ultra-wealthy investor club in the industry. Additionally, we authored the definitive guidebook "How to Start a Family Office".
Our offerings encompass dashboard creation, CFO responsibilities, optimizing wealth and insurance advisors, and developing personalized direct investment programs. Our services cover every aspect to ensure a well-rounded and successful family office setup.
Our team is equipped to support your family office in various roles, such as CFO, CIO, or Head of Direct Investment responsibilities, ensuring seamless setup and operations.
We assist in creating and updating your 1-page dashboard or full family office charter document, as well as ethic policies, governance rules, and investment mandate documentation.
Since 2007, we have operated the #1 ultra-wealthy investor club, the Family Office Club, hosting over 250 live events to date.