Every family office has different specialties and focus. Many focus on investments only. Yet ultra high net worth families often have several businesses in their portfolio of assets. These businesses, for a variety of reasons, have a tendency to underperform. If they are looking to exit a business or all businesses, this can lead to lower valuations. This scenario can decrease assets under management for the family office after the sale. We can alter this situation in everyone’s favor.
Examples of Ultra High Net Worth Family Office Advisory Common Pain Points:
Because of our founder’s background in investment management we understand your desires. We can be a critical partner to a family and to a family office. We enable you to spend more time on the things that are important to you while making your family office clients more successful.
Benefits to you:
Start a new way of doing ultra high net worth family office advisory today.