W provide specialist advice to families and individuals to help them navigate complex challenges and decisions within a family enterprise. It takes on a multi-generational approach to assist family enterprise with succession planning, family governance and family constitution.
Family enterprises face unique challenges, such as dealing with the complex interplay of business and investment decisions, ownership issues and family relationships.
Family Enterprise Consulting is a highly customised service offered by ADVISOR LLC to business and wealth-owning families.
The family constitution, or set of family rules, is essentially a statement of shared values and general principles, outlining the vision of the business, its core values and the family's commitment to them.
It takes a passionate experienced community of solvers who understand the balance of making meaningful decisions for your family and for your enterprise.
We’ll bring the perspective you need to help look to the future, drive growth and secure your legacy.
Keep an ahead-of-the-curve, even-keeled, flexible investment strategy, so you can capitalize on new opportunities when they arise, while staying resilient to uncertainty and global economic interdependency.
Trust the team of specialists who understand the unique issues that ownership of yachts and planes, classic cars and works of art bring. We’ll help you determine if you should consider an SPV, company or trust to create the most efficient plan.
Untangle your family’s managerial and administrative needs by setting up a family office. We’ll help you stay compliant and nimble in your tax and estate planning, trust and foundation management.
With trusted local knowledge, backed by our global network and deep sector expertise, we’re uniquely positioned to bring the very best to your family enterprise.
Multi-Family Office: Great for families that are low on the spectrum of complexity and can be a cost effective model.
Single Family Office: Fully separate the family’s personal dealings from the business, and make it easier to eventually sell or go public with their legacy operating entity.
Virtual Family Office: A viable option for globally diverse teams and families and can be extremely cost-effective.
Hybrid Family Office: Best of both worlds— outsource aspects of the family office while still maintaining an embedded family office for select functions.