CONTACT US
CONTACT US
CONTACT US
Our Services
We help simplify your life and your entire family’s life by offering a fresh perspective on how to organize and manage your most precious resource: TIME. We accomplish this primary goal by inserting The Family CEO into the picture to orchestrate and manage all your current professional relationships. We work in unison with your existing professional advisers to complement their services.
What Is a Private Family Office?
A truly effective Family Office is a resource that offers the wisdom, the expertise and the myriad of services each family requires for the day-to-day administration of their family business. The value we offer is measured by the scope and complexity of the issues that need to be managed and overseen, and we thereby provide a different, personalized service to each family.
The Family CEO was created to offer wisdom, based on decades of experience, to families that know how to create wealth, but that recognize the need for engaging an organization with a different set of skills to help manage its administration.
Let us share with you the experiences we’ve gained in working with other families like yours, so you can decide what value we can add to your life.
How Does It Work?
The first step in the process is to listen to your family's story. With your help, we will analyze current issues, establish priorities and then, in a timely fashion, ensure the protection and management of your family's wealth. We establish long-lasting relationships and represent the family at each life stage. We provide the family with peace of mind by providing an impartial analysis while handling matters with the highest care and discretion. The advantages are priceless. The Family CEO will deliver clarity and guidance to ensure that the family stays on a chartered financial course.
The Family CEO Value Proposition
• Day-to-day coordination of financial administrative matters • Independent and impartial analysis of diverse holdings • Entrepreneurial savvy • Relationship management skills• Genuine interest in listening to, understanding, recognizing, discussing and analyzing all issues that matter to the family• Ability to focus on the end goal, develop a systematic process and execute a plan • Established relationships with key professionals and entrepreneurs • Project management • Research and implementation of proven strategies
Benefit to the Family
• Support and coordination of day-to-day administrative matters • Working in unison with, and complementing the services of existing professional advisers • Sounding board for ideas • Risk management • Time savings • Independence • Peace of mind, trust, integrity and discretion
• A trusted professional from The Family CEO works directly with the family to navigate through the day-to-day administration of wealth management over the long term.
Capacity to Act
• The Family CEO will run the family enterprise like a Fortune 500 Company • Independent board member for corporations and private foundations • Titled Corporate Officer • Agent for Power of Attorney for property or personal care, trusteeship and executorship.
Powered by WebPowerUp