While I no longer have the time capacity to serve on staff, I’m happy to discuss how this type of structure might work for your family. There’s a lot of misconception around the SFO, particularly around staffing, cost, overhead, and minimum asset based required.

We’re living in a new world and many UHNW families are more than capable of running their own office at a fraction of the cost than would be possible just a few years ago.

For the right families, I may serve as a retained intermediary to assist in the structure of your office, design an investment policy, facilitate family meetings, and help coordinate with the tax and legal team.

In order to serve a new family, there are a few benchmarks that are important for me:

• The family should be philanthropic by nature. The mission should not be wealth for the sake of more wealth, I work best with families who want to make an impact.

• The family should be willing to engage in family meetings, with a unified vision, and share that vision with the next generation.

• The family should be willing to embrace open communication and total transparency around the estate.

If you’d like to learn more about how this might look, please reach out.