GPFO 100

Advisory Services

We provide independent private advisory, mentoring and project management services dedicated to wealthy individuals, family business owners and private offices worldwide.

The Associates are a group of seasoned professionals, supported by an extended international support group of advisors and specialists. All are ex-family office executives, with an unrivalled breadth of experience in the family office and family business sector. The team has amassed a significant number of years of combined experience in the field.

The Associates provide a ‘turn-key’ solution for the setting up, structuring and establishment of a family office or any component thereof. This includes coordinating the hiring of staff, employee retention and incentive schemes, committee/advisory board set-ups (including internal and external participation), the selection of outsourcing partners, and assisting in the drafting of internal processes and procedure manuals.

They also conduct audits of a family office’s infrastructure and platform and provide project management services for their expansion and professionalization. They specialise in family governance, succession and wealth planning, family office executive training, information and control systems infrastructure, reporting, and family member coaching.

Through their extensive network of specialists and consultants the Associates can also support families with implementation of customized security set-ups and procedures as well as support and mentoring of the families philanthropic activities.

The Associates offer complete neutrality, unconnected to any financial services organisation, which allows the team to truly focus on the clients’ needs and offer independent support at every stage.

The Associates also provide such independent services to professional service firms including lawyers, banks, accountants and advisors to better support the needs of their own clientele.

If you would like more information please contact Michael J. Oliver