Oversight and consulting

 

The following are some examples of these services.

 

Services

  • Management services and consulting for closely held family businesses
    • Operations analysis
    • Financial analysis
  • Long-term wealth projections
  • Facilitate the purchase, financing and sale of assets
  • Research on existing and new investment managers and advisors
  • Assistance in planning, structuring and documentation of all family assets in consultation with the family’s advisors