Select financial advisors. Guidance on accounting, life insurance, and legal advisors. Review current investments. Setup and manage family meetings.
Creation and setup of family offices. Audit and review current setup. Corporate and family Governance.
Review and due diligence. Ongoing due diligence. Structuring and negotiating transactions and review business plans.
Business etiquette training. Pitch prep. Interview training. Sales training. Cyber security review.
We do not give tax and legal advice.