In a world of complexity and unknowns, we deliver two categories of consulting services to find simple and pragmatic solutions for clients’ needs.
Trustee Services
We offer trustee services for family trusts. Families with higher financial flexibility need to keep their resources safe and protected. More importantly, family heritage should be kept intact through generations to come. Our trustee services provide fair and constructive approaches to carry on family business succession. Our expertise in family office business allows us to evaluate essential goals of family trusts and find ways to avoid outside obstacles and complex family dynamics. We work with legal, custodial, investment, IT, banking and accounting professionals to implement good-fit solutions for Trust Management.
Succession Planning Services
Well-run family businesses eventually need to make critical decisions on who will succeed to run businesses and whom the ownership will be transferred to. Careful planning is vital to have smooth transitions to next generation. We provide in-depth knowledge to take into consideration of different interests and skill sets owned by next generation of leadership. We articulate changing dynamics of business environments in the future and
inevitable strategic and organizational shifts over time.
Services for International Families
International families living outside of U.S. are expected to face higher degree of complexity in their business succession planning and trust management. When they make business decisions, families often need to pay attention to multi-dimensional factors, such as locations, weather conditions, cross-border business transactions, cultural differences, and so on. Having international heritage in U.S. and decades of experience with European and Asian families, we deliver family office services with international perspectives.
Financial Consulting Services
We offer financial consulting services to review clients’ family assets in trusts to be transitioned to beneficiaries of next generation. We communicate with clients’ investment advisors to comprehend investment goals. We evaluate variable sets of investment portfolios, such as time horizon, purpose of underlying strategies, selection of investment instruments, and downside risks, to determine if clients’ goals are represented in best possible ways by investment professionals. Having robust partnerships with money center banks, we offer results-oriented
solutions for clients’ financial needs.