Family Office Set-up
Designing single- and multi-family offices: who decides what, written rules, and how it runs day to day.
A family office isn't a company — it's a system for how a family manages its wealth and makes decisions. We design offices for one family or several, fitted to what the family owns, how many generations are involved and how hands-on they want to be.
We start with the family's written rules: how decisions are made, who can say no, how disagreements are settled, and how the next generation is brought in. The legal and practical setup — companies, trusts, foundations, banking and reporting — is then built to serve those rules.
We advise throughout. We don't manage the family's money; we build the office and, if you want, bring in checked investment chiefs (CIOs), custodians and administrators from our wider network.
What we do for you
- Family governance rules drafted
- Introductions to an investment chief (CIO)
- All your holdings reported in one place
Who usually uses this
- Families worth $25m+ who want to run things more formally
- Founders after a sale, turning business money into long-term family wealth
- Families spanning generations, with heirs living in three or more countries
One team, step by step, from the first call to handing it over.
How decisions are made, who decides what, how the next generation comes in and how disputes are settled, written with the family.
The trusts, foundations and companies designed to serve those rules.
Custodian, banking, bookkeeping and reporting chosen and set up.
Board packs, policies and a yearly calendar handed to the family and its investment chief.
What you receive.
Every engagement closes with a specialist-reviewed handover pack — retained on file for thirty years.
- The family's written governance rules
- The full legal and holding structure
- Custodian, banking and reporting set up
- Introductions to an investment chief and administrator
- A yearly governance calendar and board pack template
Questions we hear on every intake call.
- An office for one family, or shared with others?
- Below roughly $250m of assets, a well-run shared (multi-family) office is usually better value. Above that, your own office becomes cost-competitive and gives you full control.
- Do you manage our money?
- No. We build the office and coordinate the people who run it. We're deliberately independent of the investment chiefs, custodians and administrators we introduce.
Start with a twenty-minute call. Come away with a written plan and price.
Every engagement begins with our advisory team and is assigned to the relevant specialists. Fees are quoted in writing before any work begins. No hourly billing.
More on advisory & related work
Every engagement begins with a twenty-minute advisory call. The fee is in writing before any work begins. No hourly billing.