PLATFORM questions

What does a family enterprise platform include?

Strategy and organization. How the strategy and organization is developed and implemented is unique to each family, but the concept of the family enterprise is universal. Where strategy is emphasized, families participate in ongoing governance activities like family board meetings and goals assessments to determine the family's progress. Where organization is the focus, families are provided technology to support on-demand, global visibility across all of their financial accounts and a secure data room for key documents. 

how do you interface with my accountant, banker, lawyer and financial advisor?

We provide them a centralized entity to access important information, so they can provide higher quality advice. We don't replace any of them - we make them more efficient advisors to your family. The cost savings we achieve together are typically a multiple of our fee. 

How much does it cost?

Pricing is based on the type of engagement and duration. Our engagement fees start at $25K.

is your family running like an enterprise? 

We would love to hear from you with any questions, meeting requests, or if you just want to come meet the team. Please enter your name, email and a detailed message below and we will get back to you shortly. Thank you!

Name *