Services
Our white papers are located on The Family Office Doctor
OUR SERVICES ARE FOUNDED UPON FOUR PILLARS.
PRIVATE FAMILIES
Select financial advisors. Guidance on accounting, life insurance, and legal advisors. Review current investments. Setup and manage family meetings.
FAMILY OFFICES
Creation and setup of family offices. Audit and review current setup. Corporate and family Governance.
DIRECT DEALS
Review and due diligence. Ongoing due diligence. Structuring and negotiating transactions and review business plans.
EDUCATION
Business etiquette training. Pitch prep. Interview training. Sales training. Cyber security review.
We do not give tax and legal advice.
OUR SERVICES ARE FOUNDED UPON FOUR PILLARS.
PRIVATE FAMILIES
Select financial advisors. Guidance on accounting, life insurance, and legal advisors. Review current investments. Setup and manage family meetings.
FAMILY OFFICES
Creation and setup of family offices. Audit and review current setup. Corporate and family Governance.
DIRECT DEALS
Review and due diligence. Ongoing due diligence. Structuring and negotiating transactions and review business plans.
EDUCATION
Business etiquette training. Pitch prep. Interview training. Sales training. Cyber security review.
We do not give tax and legal advice.
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