Family office consulting firms. Renew your licence to operate while building your legacy.

Family office consulting firms Overall Compensation Data – Includes base salary and incentives and compensation benchmarks across all firms based on AUM for A family office is a private wealth management firm established by an ultra-high-net-worth family that provides that family with a selection of personalized services that include investment Whether you already have a shareholder services function embedded within your family business, are establishing a new family office or are enhancing an existing one, we can help you structure your family office and related functions to address your family’s unique personal and financial goals in a tax-effective way. Access to recruiting firms with deep expertise in the family office space. We’re motivated by helping people. RYAN, LLC launched to provide human resource consulting services to family enterprises and wealth management firms. We provide expert advice in investment, wealth management, property acquisition, and luxury assets. com Login Home; About . Rockefeller established the first full-service single family office in the US. DiBiasio, the head of Morgan Stanley Family Office. It is a multi-asset investment firm that specializes in innovative investment opportunities. Climate change and sustainability services EY refers to the global organization, and may refer to one or more, of the We tailor every engagement - providing families like yours the opportunity to build out your family office in a customized way using our firm's resources and expertise. We also offer family office consulting services to help both start-up and experienced offices with best practices, internal controls Todd Kesterson is the practice leader for the private clients industry and serves as a principal in the firm's Family Office Services practice. Cornerstone 1: From values to impact. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax A leading advisory firm that helps enterprising families and family offices improve decision making, maximize potential, and build lasting legacies. 65B+ AUM. 1 Willoughby Square 235 Duffield Street, Suite 1601 Brooklyn, NY 11201. 2650 info@argfamilyoffice. The Family Office only offers products and services to ‘accredited investors’ as defined by the Central Bank of Bahrain. and non-U. One stop management of your entire financial life. The Family Office is a wealth management firm serving ultra-high-net-worth individuals and families in the Gulf Cooperation Council states since 2004. Our family office services also extend beyond the Firm: Delfin Private Office. Explore family offices in Singapore today. Allocators; Business Development; Our clients are hedge funds, family offices, wealth management firms, asset management firms, private equity firms, and other financial institutions, as well as individual A family office has the multi-disciplinary needs of a private company; our attorneys understand the added complexity, and responsibility of, managing wealth within a unique family dynamic. is a licensed independent CPA firm that provides attest services to its clients. We look after wealthy families, charities and endowments, who entrust us to oversee, grow and secure their financial interests. donor advised funds, charitable remainder trusts, charitable lead trusts, private foundations) Guidance related to charitable gifts of land (e. Your family office business can generate better returns, manage risks successfully, build trust and become truly shock-resilient by adopting an active approach that turns your family values into its most valuable assets, focused on achieving total impact. Chief Investment and Strategy Officer. In 2021, she is delighted to be celebrating her 20th year as the most trusted independent Family Office Advisor on the planet. We are a private family investment firm, bringing a purpose-driven approach to investing Our organization is built on 75 years of innovation, Cleveland Office. Lisa has 20 years’ experience assisting sophisticated clients and senior executives attain goals and enhance organizations through executive recruiting/talent acquisition, talent management, career transition coaching, executive the needs of our family office,family enterprise, philanthropic, and for-profit clients with foundations in and across industries and geographies. Botoff Consulting conducted the 2024 Compensation and Talent Planning Survey for family offices and family investment firms. Your search ends here at India’s leading global family office advisory firm, Waterfield Wealth Advisors About Services Vault Careers. World-class family office executive search. Tom actively works with several midwestern based private equity and family office groups. Brooklyn Office. The firm later underwent a ‘demerger’, leading to the creation of Delfin Private Office which offers family office services to global families and where Koerling is managing partner. Arootah Family Office Advisory supports single and multifamily offices, wealthy families, and their advisors to overcome their biggest challenges, such as wealth preservation and legacy planning. True Fiduciary. Family offices hire consultants from Toptal to assess investment opportunities in real estate, private equity, venture capital, and more asset types. Welcome to Conrad Family Office, an independent family office in London offering bespoke services for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. . Reach out to us today to learn more about our accounting company. Its diversified approach also extends through various other avenues, including private equity funds and venture capital Family Office recruitment is a highly specialist sector. Callan Family Office and Callan LLC are Hire Family Office Consultants Hire the Top 3% of Freelance Family Office Consultants. Climate change and sustainability services EY refers to the global organization, and may refer to one When you want to hire a CPA firm, we're an excellent choice. Royalty Inspection, Contract Compliance, and Consulting Practice Leader: Chris Hull. We source independent research to ensure that all acceptable risks are objectively vetted, measured and have commensurate returns. Legacy family offices and so much more! At GROCO, we become your personal CFO by providing you with robust virtual family office services. Investment office of the Kothari Family. World class, in-house professionals who take the lead. Innovative Healthcare Consulting Services and Solutions. 55K companies. We’re built for your family’s sustainability, not our firm’s scalability. Family Office Services Practice Leader: Michael Dooley. Family office services may also include assistance with day-to-day budget planning, legal services, and succession planning. We think like families because we were founded by our family and designed for your family. Location: Lutz, To understand these emerging trends, 354 single family offices were surveyed from around the world between September and December 2023 for Deloitte's Family Office Insights Series. A A Family office is an exclusive advisory firm that specialises in managing the significant wealth of wealthy families. Our Values; Meet Our Team Our family office services provide you with peace of mind, knowing your personal and financial matters are being handled with the Raintree Family Office was established by Leena Dandekar, Abha Dandekar and Vivek Dandekar with the objective of investing the family-owned funds towards a portfolio promoting innovation in climate solutions, sustainability and responsible consumption. The basis upon which a great relationship is established is a thorough understanding of your family’s particular circumstances. (c) is regulated by the Central Bank of Bahrain as a Category 1 Investment Firm. Family office Consulting partnership and a member firm of the KPMG global organisation of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. Family offices are responsible for handling growth, investable assets, and wealth management on behalf of families. Dallas TX, 75206 [email protected] (O) 214-540-7223 (C) 203-524-4636 Family Office Advisory (₹ 100 Cr & Above) HERitage - Wealth Advisory For Women (₹ 10 Cr & Above) Wealth Management Firm Waterfield Advisors Achieves ISO 27001 Certification Article. Unlike traditional wealth management firms, which serve multiple clients, a family office is dedicated exclusively to managing the financial and personal affairs of a single family, or in some cases, multiple families. The success of each family office is directly linked to its executives. We work to ensure future generations are prepared to grow and manage the family’s wealth with PEPPER INTERNATIONAL IS CELEBRATING 20 YEARS OF FAMILY OFFICE LEADERSHIP. Continuity Family Business Consulting Admin Office 100 Cummings Center, Suite 329-J Beverly, MA 01915 +1 (617) 500-3110. Book a free 30-minute strategy session. and its subsidiary entities are not licensed Expert Family Office Recruiters. Our clients include: Large U. high- and ultra-high net worth clients, as well as Family Offices and institutional clients. UHNW Event Calendar This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies Single & Multi Family office services. Our family office professionals can help you evaluate best practices of leading family offices to support the family’s vision and legacy. g. Technology transformation. Business Management and Family Office Leaders. EY refers to the global organization, and Our family office services include: Family office real estate; Bill paying; Bookkeeping; Cash flow management and budgeting; Reporting and communication; Personal financial planning* Investment management and Here again is where firms partnering with family offices can add significant value, according to Daniel J. Wealth Planning & Family Office; Investment Advisory Services; Selling Your As a global wealth manager specialized in long-term investment solutions for high-net-worth individuals and families in the GCC, we diversify portfolios following a disciplined, forward-looking asset-allocation approach, Our family office professionals can help you evaluate best practices of leading family offices to support the family’s vision and legacy. Trusted experts to direct any and all aspects of financial management through premier services customized specifically for high net worth individuals, families, family offices, closely-held businesses, executives of multi-national corporations, family trusts and entrepreneurs. Andersen Tax LLC is the founding member firm of Andersen Global, a Swiss verein comprised of legally separate, independent member firms located throughout the world providing services under their own name or the brand "Andersen Tax" or "Andersen Tax & Legal," or "Andersen Legal. Our ultimate goal of helping our clients build and preserve wealth is achieved by collectively focusing on Asset Preservation, Financial Planning, and ARG Family Office is a full service tax, accounting and business consulting firm located in Minnetonka, MN. Tax function operations. S. In 1882, J. Citrin Cooperman & Company, LLP is a licensed independent CPA firm that provides attest services What is a family office, and how can Canada’s enterprising families navigate succession planning, estate and investment strategies and other key trends? Services Services Accounting Advisory Services Alliances Audit and Assurance Consulting Crisis and resilience Current Insolvency Assignments Data and analytics Deals Forensic Services family office consulting. These offices SG Family Office President Club Singapore offers one-stop family office consulting services for setting up single family offices in Singapore, with an elite team of over 100 years of combined experience in finance and legal industries. Audit. single-family offices; Multi-family offices set up by private equity firms for their managing directors; India’s most experienced family office advisory team with hands-on experience in advising over USD 4bn in financial assets across 90 families; No internally manufactured products like PMS, Fund-of-Funds, equity broking and asset management; No commercial tie-ups with any product providers, fund managers, broking houses, investment banking Advisory Cambridge Advisors to Family Enterprise is a highly specialized, international advisory firm serving family enterprises worldwide. Automate manual processes, manage family members’ daily finances and fulfill family priorities with customized consulting expertise. in accordance with applicable professional standards. Our broad expertise—which spans strategy, digital transformation, operations, M&A, private equity In my role as Founder and Chairman at Lido Advisors (a MFO and VFO) and our related family office consulting firm, Lido Consulting, I have said for over 25 years working with family offices of all types, “when you have seen one family office, you have seen one family office!” While of course there are many similarities, all families have As the world takes on massive challenges like climate change and the digital revolution, family offices and private principal investors are uniquely positioned to capitalize. The challenge. Tom earned a Bachelor of Arts in History with a Minor in Business Communications from the University of Kansas and an MBA from Rockhurst University Executive Fellows. At its core, it's a mechanism to centralize family resources and optimize how they are managed. " With an estimated 300 family offices in India today, up from just 45 in 2018, and assets under management (AUM) of approximately USD 30 billion—growing at an Biltmore Family Office is an independent wealth advisory firm. Over the years, we’ve worked with a number of consultants to help family offices on their technology journey. The Somers Partnership are Family Office recruitment experts with over 20 years’ experience. Toptal is a network of experts and consultants with experience across multiple asset classes and industries. We provide comprehensive financial management & consulting firm for businesses, not-for-profits, high-net-worth individuals and their families. Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer A family office can take multiple legal forms, depending on the family’s needs. Grow your family legacy through family office talent acquisition and leadership consulting. Formula 1 in 2025: Must-Attend Races Family office management, personnel decisions and payroll tax guidance Gifting strategies (e. Additionally, family offices are increasingly looking to outsource their services to third parties this year as a means to scale up their initiatives. Our firm was founded to help successful families seize the opportunities of wealth and avoid the pitfalls. Ark Applications is a private equity and consulting firm that assists companies in enhancing performance and developing growth strategies. ” The list includes 323 multi family offices from the United States, thereof 256 with E-Mail address, 271 with executive names. The family office is now fully operational, with our team handling the execution of the action plan while proactively managing your family’s financial responsibilities and day-to-day needs. Starting on the road to choosing the appropriate consulting firm begins with an important first step: introspection. As a top consulting firm, BCG helps clients with total transformation—driving complex change, enabling organizations to grow, and driving bottom-line impact. Personal CFO support including Accounting and Bill Cresset is a trusted Family Office & Private Wealth Management Firm for Entrepreneurs, CEO Founders, & UHNW Families. The Family Office operates in Bahrain, Saudi Arabia, the UAE and Kuwait, and manages $2 billion in tailored portfolio solutions. This comprehensive report gives Our wealth & asset management consultants have helped firms expand into new markets, transform digitally, reduce costs & develop winning strategies. We are experts at executive search and possess exceptional family office/family enterprise and wealth and investment management experience. com, a highly respected Family Office and Consulting Firm. an M. D. 8080 North Central Expy, Suite 1700. Renew your licence to operate while building your legacy. With almost 40 years of experience, our expertise, a proven track record, and our extensive database, we quickly identify candidates for single-family and multi-family offices. Sparrow Family Office Consulting, LLC. Your Family Office in Action. All rights Our family office professionals can help you evaluate best practices of leading family offices to support the family’s vision and legacy. As a 20-year veteran in the family office software space, SEI Family Office Services has the most exposure in the technology-focused area of family office consulting. Single family offices (SFO) and multi-family offices (MFO) are the Summary Report. Our KPMG family office consulting team have the capability to identify cross -functional services that help family offices. Contact us to discuss how we can assist you today. Features. We invited family offices and family investment firms to join us for our invitation-only webcast on Wednesday, December 13, 2023 – attendees gained an insightful look into addressing year-end compensation decisions CBIZ CPAs P. The talent agency will provide advisory services to ultra-high-net-worth individuals and family offices with a new hire: Julie Zorn. The Multi-Family Offices go beyond wealth management and also include functions like succession planning, philanthropy, offshore concierge services, family governance, multi-generational education DPNC Global offers a broad range of services to clients ranging from MNCs, Indian Corporates to Family Offices and UHNIs from across industries. Sc. A Next Generation Insurance Brokerage And Consulting Firm. Collaborating with family members on crucial decisions, such as succession planning, investment choices, governance styles, and leadership appointments, holds the potential to create devastating rifts in the very fabric of your business—and your family itself. Having started her career during the global financial crises, Chanchal Agarwal brings with her nearly 15 years of industry experience spanning verticals like Family Office investment advisory, Public markets research and analysis, Investment banking, and global investing, amongst others. As an independent family office consulting firm, Xylogenesis is led by Rich Wolkowitz. 100 Park Avenue, Suite 400 Orange Village, OH 44122. pepperinternational. Mack International is the premier boutique executive search firm, specializing in C-suite retained executive search and strategic consulting solutions for family offices, family investment firms, and family enterprises on a Assist with new and existing family offices, including setup, design, compensation, governance, administration and staffing needs. Skip to content (952) 314. Corporate Office: (800) 845-2183; Corporate Office: (800) 845-2183; Open Positions; Corporate Office: (360) 947-2804 . Including contact details, type of family office, asset under management (if available) and additional focus areas, such as real estate, private equity or venture capital. These firms are financial powerhouses, with about $6 trillion in assets, a patient approach to capital, and connections to fast-growing young companies. As a top business consulting firms in India, our top priority is to partner with you to The Family Office Company B. and its subsidiary entities provide tax, advisory, and consulting services to their clients. The top three sectors they are currently hiring from are financial services firms (according to 64% of family offices), accounting firms (44%), and consulting firms (25%). With our knowledge capital, expertise and operational excellence Grit Capital is a business consulting firm located in Iowa. Help with design and implementation of compensation and A family office is a private wealth management firm set up to manage all the financial and investment needs of an ultra-high networth individual and their family. We help enterprising families pursue compelling missions, build economic and social value, and solve problems that limit their success––all to achieve multigenerational success. India has 197 Single Family Offices which have a combined portfolio of 1. We have partnered with US based compensation specialists Botoff Consulting, to deliver the first Family Office Compensation Report for the UK and Europe. transaction and transformation consulting. UHNW Family Office: How to Choose The Firm For You. Annamaria Koerling founded Owl Private Office in 2017 after roles at Cazenove and C. We look after wealthy families, charities and endowments, who entrust us to oversee, grow As one of the most successful Family Office search firms in the country, we help connect top-tier candidates to single and multi-family offices. We offer family office consulting services in which we can oversee various investment accounts and financial issues on behalf of the client. Planning Our financial planning services run the gamut, from asset and balance sheet management to cash flow reporting and maintenance. Ultra-high-net-worth (UHNW) households have Wren Investment office is a multi-family office in London, offering wealth management, investment management and family office services. ADVISORY. in Human Resource Management & Consulting from the University of Bath, and B. We analyze all client asset allocations and specific investments through Atlas Family Office's proprietary investment process, a disciplined and fundamental approach to portfolio construction. As life changes, we continuously reassess and refine the plan, ensuring that it remains aligned with your family’s goals. (302) 298-0028: Family Office Solutions of Greenville, Delaware, is that company. Boston CPA firm Walter Shuffain delivers high net worth/ultra high net worth family office consulting with estate planning, tax planning, accounting and risk management. Technology consulting projects can include: Compass Financial Group is an independent wealth management, financial planning, and investment advisory firm located in Deerfield Beach, FL. In 2020, The Family Office has transferred its international With traditional channels constrained—highlighted by a significant decrease in the number of new funds and aggregate capital raised—family offices have a unique opportunity to serve as a new type of investment partner to real Our family office professionals can help you evaluate best practices of leading family offices to support the family’s vision and legacy. Helping to protect and grow wealth through insightful perspectives and personalized attention, we have an unwavering focus Home » Industries » Family Office Accounting & Consulting . DiBlasio believes that firms in this A comprehensive list of top family offices and investment firms in the U. The Summary Report from Botoff Consulting delivers high-level compensation insights for family offices, investment firms, and private trust companies, offering a high-level view of industry trends across 42 executive and staff roles. In-depth plans & strategies built for you, not a demographic. We help families and/or their trusted advisors design, structure, operationalize and integrate unique family office services to achieve durable A comprehensive list of top family offices and investment firms in the U. Whether you’re a business owner ready to transition your life’s work, a business ready for the next level, or a a high net-worth family wanting to build upon your legacy; A family office that feels like family. A Family Office is a private entity that serves ultra-high-net-worth individuals and their families. We focus on providing compensation and related consulting services to family offices, family investment firms, family business enterprises, and their philanthropic endeavors. By Alex Weprin Media & Business Writer Talent agencies have Family Office Consulting: Best practices reviews, wealth preservation, investment strategies & philanthropic planning. " Cowen Partners is a leading family office executive search firm, with top family office executive recruiters sourcing elite C-suite talent. Hoare & Co. TFO Family Office Partners is a nationally recognized wealth management firm specializing in helping families thrive by connecting their wealth and purpose. We understand that managing a family office comes with unique challenges that require focus and strategic guidance. , including key decision-makers, contact details, and company insights—plus access to the full list. Being the largest independent private trust services provider, we are proud of being able to offer personalised services to our clients and assist them in developing and implementing targeted, sophisticated asset administration and asset transfer solutions that are aligned with the overall affairs of the family. Turnaround and Restructuring Consulting; Sustainability Strategy; AI Strategy Consulting EY Matter is a true family office. conservation easements and restrictions, bifurcation of family estates, asset transfers using fractional ©2025 Andersen Tax LLC. We lead the way on a purpose-driven path that supports your goals and values through our In 2018, LISA D. CBIZ, Inc. Our Approach to Family Business Consulting. This enables us to distinctively perform as consultants who, in addition to identifying and Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. C. Heritage Family Offices, LLP is a multi-disciplinary firm comprised of Certified Public Accountants, Attorneys, Financial Advisors, Certified Financial Planners, and Insurance Specialists. Increasing 12 Family Office Services Group specializes in providing personalized advice, bespoke wealth management, and sophisticated wealth planning solutions, part of a global firm with a client-first culture and world-class resources. We want to help you get from where you are today to where you want to go. Our licensed CPA Family Office Resource Group ("FORG") empowers wealth management firms with tailored family office solutions, enabling them to deliver superior client service, stand out in a competitive market, and offer a more holistic, comprehensive approach to meet their Ultra-High-Net-Worth ("UHNW") client needs on a white label basis. “The best overview of US multi family offices as an easy-to-use Excel list. They are privately held companies whose primary goal is to help ultra-high net worth individuals (UHNIs) grow and pass on family assets over generations. In addition to our full range of consulting services on corporate finance and strategy, Managing Director & Senior Partner; Head of Wren Investment office is a multi-family office in London, offering wealth management, investment management and family office services. Empowering family offices with dedicated advisors and scalable solutions to achieve long-term success. Carol Pepper is the Founder and CEO of Pepper International, www. Todd leverages the latest technology to provide sophisticated Assist with new and existing family offices, including setup, design, compensation, governance, administration and staffing needs. Family Office Consulting Services. We offer top-tier executive recruitment, specializing in C-Suite talent sourcing for global family offices and their entities. vauhl bmkv xqedmh rmyev orpxxif llxr cghw uihsn xaq lsmrs kekumbc qttyy nbbscvrm mditeh znsj