Our Business Methods & Tools

We are committed to delivering measurable results with a bias toward simple solutions appropriate to the scale of your office. Our knowledge of industry best practices and third-party solutions providers helps us ensure that projects stays on track.

We use the following tools to deliver the best total solution for your business.

• Strategic Assessment – Business, Operations, Technology planning
  
  
• Business Vision & Mission Assessment – Domain expertise on business models, outsourcing, staffing, build versus buy, and supporting strategies
  
  
• Business Process Review – Evaluate the current operations situation, identify gaps and propose solutions
  
  
• Accounting & Risk Controls Assessment – Evaluate the current investment portfolio and partnership accounting environment, identify gaps and propose solutions to improve productivity and mitigate operations risk
  
  
• Technology Design & Architecture – Long range planning and design of transformative technology to increase productivity and performance 
  
  
• Investment Management Process Review – Successful investment management practices in family offices pay attention to quantitative and qualitative metrics
  
  
• Best Practices Benchmarking – Benchmarking family office practices against industry and peer practices allows you to have a meaningful measure of your success and where there is room to improve
  
  
• Master Data Management – Enterprise & Family Office combinations share the complexity of multiple systems, multiple lines of business and hierarchies of data with specific needs for aggregation at the entity and ownership level
  
  
• Spreadsheet Control Frameworks (“SCF”) - Enterprises and Family Offices share a common bond of comfort with spreadsheets for accounting, planning and reporting purposes.  The SCF provides control over the ownership of the spreadsheet model and veracity of data
  
  
• Technology Infrastructure – Ground up support for IT network, hardware, operating systems, administration, back-up, security, disaster recovery and business continuity with a focus on the Microsoft stack