Providing Selective Support Services for Family Offices and High End Wealth Management Firms

Outsourcing:

Key to

Continued Growth

Family Office Facts: It takes at least $100 million to set up a family office, compared with $50 million in 1990

Facts on Wealthy: Studies show that wealthy families will make a final decision on a family office based on just concierge services available
 

Our Company's Goals: The goal of our firm is to be a resource to provide key outside services indispensable for family offices and wealth management firms. Our focus is through outsourcing to maintain and increase market share while keeping bottom line profits at a favorable level.

Asset Management Platform

• Established Platform of Institutional Money Managers/ETFs
• Strategic and Tactical Managers Same Platform
• Unified Managed Accounts
• Consolidated Reporting
• Auto Re balancing
• Tax Harvesting
• Active Portfolio and Risk Management
• Manager Monitoring
• Fully Integrated Trust and Custodian Services
• Custom branding on Client Reports

Alternative Investments

• Very low correlation to stock market
• Stellar track records
• Established and successful firms
• $100K to $500K minimum
• High end wealth management firms, endowments, family office and foundations have invested
• Both sponsors invest their own capital in offerings

Personal Consulting Services

• Hourly/weekly
• Monthly/hourly by retainer
• Full analysis on firm
• Goal increased revenue and profitability
• Greater market share through business model awareness

High End Client Concierge Services

• Family medical services--24 hour
• Business and personal events
• Family celebrations
• Turnkey high end travel
• Personal and business security protection
• Finder Services, private investigation
• Private fine art sales
• Purchase and sales of hard to find services
• Bill paying services

Philanthropic Service

• Estate planning design--100% outsourced
• Private/family foundation administration services
• Charitable lead and reminder trust purchase
• Collectible planning

Hiring/Executive Placement

• CPA's, CFO's, comptrollers, wealth management executives with assets under management
• Marketing and business building specialists for wealth management firms
• Relationship managers
• CEO's for family offices

Family Office consultants LLC (FOC) is a Registered Investment Advisor with the State of California. The Firm does not provide legal, tax or investment advice. The firm provides support services to Family Offices and high end Wealth Management Firms. These services are provided by outside/Non-affiliated firms of FOC. FOC also provides individual consulting to new and established Family Offices in the area of executive recruiting, asset management, charitable administration services and concierge services. You may ask not to receive future emails by sending back to us the email above, mark unsubscribe in the message.