Every request, from a charity good-governance review to establishing a 'family office', is different, and thus we do not have a 'one size fits all' solution. As an example of our process and how we operate:
Understand: we get to know You and Your
Action: we assist with the management of
Review: we carry out an investment health check or 'good-governance' review focusing upon
Implement: we carry out implementation of
Charges: we charge based on time (hour, day, project), not based on Assets under Management. Our fees are transparent and, we believe, competitive.