Multi-Family Office Engagement Needed
Budget: $250 – $750 USD
My family is ready to establish a long-term relationship with a seasoned multi-family office that can take charge of three core pillars of our affairs: investment management, holistic wealth planning, and structured family governance.
Investment management must go well beyond simple asset selection. I expect discretionary portfolio management backed by clear risk-management protocols and transparent, periodic performance reporting. If you already use institutional platforms such as Bloomberg, Addepar, or eFront, let me know how that data will flow into the reports you share with us.
On the wealth-planning side, the office has to demonstrate hands-on experience in tax planning, retirement planning, and estate planning, integrating each of these strands into an overarching strategy that keeps us compliant yet optimised across jurisdictions.
Finally, effective family governance is essential. We want help drafting governance charters, setting decision-making frameworks, and facilitating regular family meetings so that future generations stay aligned with the mission and investment policy we set today.
Deliverables I need to see first:
• A concise overview of your firm, key team members, and regulatory standing
• A sample client report illustrating portfolio, risk analysis, and performance metrics
• A high-level outline of your proposed onboarding process, including timelines and touchpoints
• A fee schedule with any performance-based components clearly explained
Preference will be given to offices that combine in-house investment expertise with deep planning talent, rather than outsourcing critical functions. If that sounds like your set-up, outline how you keep everything under one roof and maintain accountability.
I will review proposals on a rolling basis and aim to schedule introductory calls within the next two weeks.
Investment management must go well beyond simple asset selection. I expect discretionary portfolio management backed by clear risk-management protocols and transparent, periodic performance reporting. If you already use institutional platforms such as Bloomberg, Addepar, or eFront, let me know how that data will flow into the reports you share with us.
On the wealth-planning side, the office has to demonstrate hands-on experience in tax planning, retirement planning, and estate planning, integrating each of these strands into an overarching strategy that keeps us compliant yet optimised across jurisdictions.
Finally, effective family governance is essential. We want help drafting governance charters, setting decision-making frameworks, and facilitating regular family meetings so that future generations stay aligned with the mission and investment policy we set today.
Deliverables I need to see first:
• A concise overview of your firm, key team members, and regulatory standing
• A sample client report illustrating portfolio, risk analysis, and performance metrics
• A high-level outline of your proposed onboarding process, including timelines and touchpoints
• A fee schedule with any performance-based components clearly explained
Preference will be given to offices that combine in-house investment expertise with deep planning talent, rather than outsourcing critical functions. If that sounds like your set-up, outline how you keep everything under one roof and maintain accountability.
I will review proposals on a rolling basis and aim to schedule introductory calls within the next two weeks.