Family Office Wellness

Engagement Overview

How can we help?

Our integrated approach delivers the difference for family office clients .The purpose of this overview is to provide a summary of the Family office wellness offering,services and insights to understanding your strategy and how it is being executed

Current state

Baseline assessment of
structure and protfolio

Investment objectives

Alignment with vision and
values,future-proof legacy

Performance to plan

Resource gaps plans to
actual and roadmap

Implement

Baseline assessment of
structure and protfolio
Creating a successful Family Office requires strategic planning and design.With our focus on Family Office worldwide,we can facilities optimal outcomes where a strong alignment in strategic objectives exists
Creating a successful Family Office requires strategic planning and design.With our focus on Family Office worldwide,we can facilities optimal outcomes where a strong alignment in strategic objectives exists
Family businesses have the characteristics and capabilities needed to claim the sweet spot where competence and ethics converge,personal values and business purpose drive decisions,and long-term sustainable outcomes are non-negotiables.

we provide a holistic diagnostic that reviews strategic planning,services provided,processes controls,technology and Family Office glovernance.Our recommendations support your family’s legacy,improving efficiency and reducing the family risk.

Our integrated approach delivers the difference for family office clients .The purpose of this overview is to provide a summary of the Family office wellness offering,services and insights to understanding your strategy and how it is being executed

Current state

Baseline assessment of
structure and protfolio

Investment objectives

Alignment with vision and
values,future-proof legacy

Performance to plan

Resource gaps plans to
actual and roadmap

Implement

Baseline assessment of
structure and protfolio

Creating a successful Family Office requires strategic planning and design.With our focus on Family Office worldwide,we can facilities optimal outcomes where a strong alignment in strategic objectives exists

Creating a successful Family Office requires strategic planning and design.With our focus on Family Office worldwide,we can facilities optimal outcomes where a strong alignment in strategic objectives exists

Creating a successful Family Office requires strategic planning and design.With our focus on Family Office worldwide,we can facilities optimal outcomes where a strong alignment in strategic objectives exists

Family businesses have the characteristics and capabilities needed to claim the sweet spot where competence and ethics converge,personal values and business purpose drive decisions,and long-term sustainable outcomes are non-negotiables. 

we provide a holistic diagnostic that reviews strategic planning,services provided,processes controls,technology and Family Office glovernance.Our recommendations support your family’s legacy,improving efficiency and reducing the family risk.

What sets us apart...

we’re a boutique firm partnering with Family Offices for over 30 years.Our global reach and local focus allows
us to come to you, wherever we’re needed,with the skills and experience required to add tangible value.

Australia

Level 3, 102 Adelaide street Brisbane 4000

Hong kong

Lippo centre, 89 Queensway Admiralty

Bahamas

Marlborough & Queen streets Nassau N-3026

Uruguay

Avda.de las Americans 8000 Parque Miramar,Canelonnes 14.000 Montevideo

We bring the know-how from Winterbotham who specialise in multi-generational wealth management and cross-border structuring

Our strategy practices has a proven track record in developing and implementing strategies and delivering optimal outcomes for Family Offices, family businesses,listed and unlisted companies

We offer bespoke solutions based on the specific situation,jurisdition and needs of the family.

We provide access to an 'evergreen' global ecosystem - linknig you to a cohort of Family Offices and associated businesses and investment opportunities worldwide

Future-Proofing your wealth strategy

Wealth

In today's increasingly complex global financial ecosystem,owners of successful family business require a comprehensive strategy to manage,protect and grow their wealth,not just for themselves but also for future generations.

Legacy

Family businessses have a long-term prespective and often think in terms of generations,rather than quarters. For this reason,achieving a smooth and well-managed succession to the next generation of the owning family is critical to ensure the long-term success of the bussiness.

Purpose

By leveraging their purpose and values,family businesses can create a distinct brand identity that resonates with their customers and differentiates them from their competitors.

Impact

Investing your wealth in a manner that aligns with your core values not only generates financial returns but also leads the way in solving societal issues and creates a lasting legacy for future generations.

Our approach

Comprises four phase review,with collaboration at the core of how we will work with you and your stakeholders.

1. CURRENT STATE

To confirm the objectives and scope of the review, get up to speed on existing business and thinking, and draw lessons from similar organisations

  • Project kick-off: initial meetings to confirm scope of the review
  • Documentation review: review existing documents and identify risks and gaps relating to scope, process and delivery

2. INVESTMENT OBJECTIVES

To co-develop investment objectives and alignment with vision and values, bringing buy- in and expertise from across the organisation

  • Learnings and best practice: conduct a rapid review of similar organisations drawing out lessons, risks and best practices
  • Capital requirements: including capital to deploy. deal-flow and ROI objectives
  • Initial recommendations: incorporate feedback from workshops and develop an initial set recommendations for testing with executives

3. IMPLEMENT

To formalise findings with an actionable plan to manage and monitor the roadmap to the target state

  • Draft and final report: draft report detailing recommendations from the strategic review outlining critical recommendations. Final report prepared incorporating comments from stakeholders
  • Delivery considerations: Identify delivery considerations and undertake strategic risk review and identify governance and mitigation approaches

4. PERFORMANCE TO PLAN

To identify any resource gaps, socialise recommendations with your key stakeholderss

  • Roadmap to target state: performance to plan with clearly defined solutions that will drive measurable performance improvement
  • Executive briefing: we will augment key content from our final report into a succinct and executive briefing pack and present key recommendations to your stakeholders

Regular meetings and ongoing stakeholder consultation

Issues we frequently see

Governance and accountability

Some Multi-Family Offices are not able to clearly state individual roles and
responsibilities, particularly global groups, and a very common observation from our
wellness review indicates suboptimal allocation of roles and responsibilities

Wealth strategy

No clear Family Office strategy, optimising outcomes across Wealth, Impact, Legacy
and Purpose

Indequate record keeping

Limited policies and procedures covering the steps required for taking on different
investor types, some Family Offices do not collect all the documents required for KYC
or professional investor assessment purposes

Deficiencies in portfolio valuations

The valuation of a portfolio company requires a great deal of professional judgement
because market prices are not available. It is important that Family Offices make sure
that they keep records showing how the valuations were derived. If third party service
providers are used, Family Offices need to regularly review the valuation services and
assumptions

Insufficient record of investment horizon

Family Offices generally have a very long-term investment horizon, but we do find
that their investment managers have often not kept records which show that they
have carefully considered the investment horizon as part of the suitability
assessment

Family Offices generally have a very long-term investment horizon, but we do find that their investment managers have often not kept records which show that they have carefully considered the investment horizon as part of the suitability assessment
The valuation of a portfolio company requires a great deal of professional judgement because market prices are not available. It is important that Family Offices make sure that they keep records showing how the valuations were derived. If third party service providers are used, Family Offices need to regularly review the valuation services and assumptions
Limited policies and procedures covering the steps required for taking on different investor types, some Family Offices do not collect all the documents required for KYC or professional investor assessment purposes
No clear Family Office strategy, optimising outcomes across Wealth, Impact, Legacy and Purpose
Some Multi-Family Offices are not able to clearly state individual roles and responsibilities, particularly global groups, and a very common observation from our wellness review indicates suboptimal allocation of roles and responsibilities

How to get in contact

Ivan_hooper1
Ivan
Hooper CEO WINTERBOTHM
kathrin-1
Kathrin
Mutinelli MANAGING DIRECTOR
lucas_zorzo1
Lucas
Zorzo DIRECTOR,CORPORTE FINANCE
Shopping Basket