Private Consulting and Family Office Support

How to avoid conflicts of interest many wealth management service providers have regarding in-house production, pricing, quality control and their fiduciary responsibility

How to set meaningful objectives

How to arrive at objective driven strategies that serve your overall wealth situation best and how to make sure your objectives are understood and translated into optimum long term strategies

How to protect confidentiality in an ever more transparency seeking regulatory environment

How to avoid excessive fees and make sure you get the service you deserve and are paying for

How to invest tax efficiently long term and organize timely estate planning

How to keep track of performance and risks incurred by your asset managers, how to measure performance

How to organize and monitor your service provider network more efficiently and where to involve outside assistance

How to avoid risks the market does not compensate for, what are "safe" investments

How to enforce discipline throughout asset managers’ entire chain of execution

How to avoid sub-optimal asset allocation models that seem to limit potential rather than risks