Family Office Consulting

Strategic Guidance in Family Office Management

Is a Family Office the answer?
What form should it take? Single-family, multi-family, trust company, other?
Who will manage it and how?
What services should be handled internally? What should be outsourced?
How do I select and manage the staff?
Why doesn’t the family office we have seem to meet our needs?

These are just a few of the questions that The Rankin Group can help you and your clients answer.

Helping Families Make Choices That Preserve & Protect Their Interests

As wealthy individuals and families struggle with the question of whether a family office is the best approach for:

Managing their assets for future generations and
Managing their lifestyle needs with maximum discretion – they tend to overlook the practical aspects of running this type of business entity.

Our assessment process thoughtfully guides the client through discussions about:

Mutual and independent needs;
Mission and objectives;
Governance and management;
Organization; and
Human resource issues.

By reaching consensus among family members on the critical issues that impact the success of the family office, we move them closer to making choices that will preserve and protect their interests in the best manner possible.

The Following is an Overview of our Process and Methodology:

Planning	Needs Assessment	Recommendations	Action Plan
Assess client situation and determine project parameters. Prepare project proposal outline approach and fee structure.	Conduct interviews with family members, advisors and other key individuals. Facilitate and develop profiles on behavioral styles and work environment to aid decision-making.	Present comprehensive report of observations and recommendations. Build consensus around family goals, objectives, and expectations to support Action Plan.	Work with client to develop action plan for fulfillment of needs. Outcomes might include: Set up of family office, or restructuring an existing office. Executive Search for family office staff. Second Opinion screening & assessment of existing staff or potential candidates. Introduction to other resources and advisors who can add value to the relationship.

Download a printer friendly version on our Family Office Client Information HERE
(Adobe Acrobat PDF format)

Three out of every four assignments are with repeat clients. We must be doing something right.

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