Multi-Family & Single-Family Offices
We formalize mandate, controls, and ownership so investment activity stays aligned with family objectives. Reviews are structured, auditable, and focused on what changed, why, and what happens next.
95%
Mandate policy coverage
≤2
Exceptions per quarter
-30%
companies in the sector
100%
Meetings with documented owners & due dates
Overview
Structure Without Bureaucracy
We document the investable universe and exclusions, set risk budgets and drawdown bands, and install a review cadence the principals can trust. Every meeting ends with clear owners and dated actions. Governance becomes a strategic advantage, not a bottleneck.
Who we serve
Built for Multi-Gen and Single-Family Offices
From a single principal to multi-entity complexes, we tailor controls and reporting to your structure—operating companies, trusts, foundations, and SPVs. Transparency is continuous; surprises are rare.
