Vendor Coordination and Direction

For Affluent Families

Most high and ultra-high net worth families have several valued advisors on their team.

Each advisor has a different expertise and focus. Unfortunately, these advisors may not know each other, share information, or collaborate on your behalf. Nor are they expected to.

Each advisor has a different expertise and focus. Unfortunately, these advisors may not know each other, share information, or collaborate on your behalf. Nor are they expected to.

The Problem

You’re stuck in the general contractor role, orchestrating their collective efforts. You are too busy to play general contractor and too close to the issues to maintain objectivity. You may not fully understand the complex interactions between what each discipline are advising. And yet, you’re expected to rationalize everything on your own. It’s far from an ideal scenario.

The Problem

You’re stuck in the general contractor role, orchestrating their collective efforts. You are too busy to play general contractor and too close to the issues to maintain objectivity. You may not fully understand the complex interactions between what each discipline are advising. And yet, you’re expected to rationalize everything on your own. It’s far from an ideal scenario.

Engage a FAMILY OFFICE to reduce your financial administration.

The Solution

Engage a family office to help contextualize conflicting advice and to handle the day-to-day coordination and direction. This is not about shielding you from conversations or assuming control. It’s about adding a layer of program management support.

The goal is to keep you in the loop and as involved as you wish. We do this while freeing you from as much of the administration as desirable.

You get freedom. You also get increased control while reducing your communication burden. Your secondary benefits include reduced redundancy, cost-efficiency, tighter and more responsive management with faster progress on essential matters.

The Solution

Engage a family office to help contextualize conflicting advice and to handle the day-to-day coordination and direction. This is not about shielding you from conversations or assuming control. It’s about adding a layer of program management support.

The goal is to keep you in the loop and as involved as you wish. We do this while freeing you from as much of the administration as desirable.

You get freedom. You also get increased control while reducing your communication burden. Your secondary benefits include reduced redundancy, cost-efficiency, tighter and more responsive management with faster progress on essential matters.

CONTACT US to start an unbiased conversation about big picture objectives.

Contact Us

How We Help

By providing unbiased advice and direction through life’s transitions

Unbiased
Reviews &
Alternatives

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Strategic
Planning
.

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Vendor
Coordination
& Direction

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Family
Meetings &
Facilitation

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Aggregated
Record Keeping
& Reporting

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Managing Beyond
Your Portfolio

An Unbiased Approach to
Family Office Services

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