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Whether you are looking to develop a succession plan for your business or to design a family office, our multidisciplined team of professionals can help you think through important decisions and tailor strategies to your particular needs.
Our quarterly publication presents topics to help executives excel and to advance the family office industry.
Assist with new and existing family offices, including setup, design, compensation, governance, administration
and staffing needs. Access to recruiting firms with deep expertise in the family office space. Help with design and implementation of compensation and incentive plans. Services to assist with hiring and training for roles such as estate manager, home chef, nanny, driver and more.
Aid with all lifestyle needs and passions, from white glove concierge services to luxury travel, healthcare concierge, access to exclusive events and more. Services for multiple aspects of building, managing and planning for fine art and other collections. Expertise for commercial real estate across all asset classes, including retail, office, industrial and multifamily.
Guide families in thoughtful discussions about the family business, succession planning, family wealth and legacy planning. Help individuals, families and foundations achieve significant impact by developing a philanthropic strategy; assisting with nonprofit due diligence and selection; providing good governance practices; establishing nonprofit performance metrics; and conducting impact assessments.
Holistic approach to portfolio expense management, tax preparation and system integrations; assistance with record keeping, cash flow planning, tax planning coordination and managing sensitive documents. Advice and services for physical protection, cyber security, reputation and risk management.
We are continuing ongoing dialog with the family as we address other aspects of succession planning.
Download “An overview on family business transition”
“The FOS team brought together teams from across the firm to develop choices.”
Situation: The owner of a successful real estate business planned to take his company public for $1.5 billion with expected personal proceeds of several hundred million dollars. He was looking for a loan collateralized by shares of his company, as he did not want to sell shares in advance of the sale.
Solution: We brought together various teams from across the firm to think through the best solution for the financially savvy business owner. Together, we were able to:
The business owner appreciated the problem-solving and choices presented. With a desire to start an art collection, he plans to attend Art Basel where he will have a chance to meet other art collectors.
“The FOS team designed an asset allocation that would target long-term growth and create greater diversification over time”
Situation: A top executive at a technology firm with little time was looking for help managing her investment portfolio
Solution: Our in-depth analysis of her holdings revealed that her current portfolio of $200 million was at risk. Like many business leaders, she had invested mainly in what she knew best: technology. We designed an asset allocation that would allow for greater diversification over time without selling existing investments and potentially triggering capital gains taxes. She and her family were interested in preserving the world’s oceans since they are avid scuba divers. Together, we set up a donor-advised fund (DAF) that would:
Now a client, the executive has opportunities to meet peers through our Industry Leader Network.
Download “Personal planning for start up founders”Meet our Private Wealth Management Regional leaders across the US.
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