The founder of a successful business has taken his company public in an IPO. After this liquidity event, he now needs to create a personalized investment strategy to manage his assets and address his family’s short and long-term financial needs, which the founder has not fully identified.Read Post
An established family office, which serves a multi-generational family with assets of $100 million, has the majority of assets in trusts. The family office is thinly staffed and is in need of a partner with a flexible range of services to alleviate the administrative and time burden of partnership accounting and tax preparation, reporting, managing alternative investments (i.e., capital calls), and coordinating multiple external advisors.Read Post
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