Family Office Consulting: How Strategic Advice Strengthens Wealth and Governance

26 Sep 2025

How Family Office Consultants Support Wealth Oversight

As family wealth complexity grows, mainstream advisory services and even High Net Worth advisory no longer cover the breadth and depth of modern wealth. Family office consultants step in when oversight demands deeper knowledge, stronger controls, and a holistic view of the family’s priorities. Their role is to help families make wealth multi-generational.

Why consultants matter in oversight:

They guide affluent families and wealthy families through complex financial and governance structures that outpace traditional wealth management.

They help family members align around shared values, reducing conflict and strengthening unity.

They embed leading practices and internal controls that protect assets, improve reporting, and secure long-term continuity.

They provide independent insights and comparative knowledge gained from advising multiple family offices, helping families achieve better outcomes.

They design systems that preserve efficiency in day-to-day operations while focusing on the bigger picture of preserving wealth for future generations.

Consultants bring clarity at the intersection of governance and wealth. Their role is not to replace the family office but to ensure that oversight evolves with the family’s complexity. By applying proven practices, they give families confidence that structures, values, and long-term goals remain aligned.

When Families Consider Consulting for the First Time

Affluent families and high net worth individuals often begin exploring consulting when their finances and governance outgrow the reach of private banks or wealth managers. What once felt manageable starts to look complex: multiple entities, rising compliance requirements, and growing involvement of family members.

Common triggers for first-time consulting:

A desire to turn informal financial planning into structured governance aligned with the family’s goals.

Recognition that fragmented advisors cannot address the key challenges of reporting, succession, or governance disputes.

The need to formalize governance structures that reduce risk and support long-term decision making.

Growing pressure to balance personal wealth priorities with the family enterprise and shared legacy.

Awareness that without external guidance, the office may miss best practices that protect wealth for future generations.

At this stage, consulting provides more than technical fixes. It helps families pause, evaluate, and design frameworks that match their scale and complexity. By seeking expertise early, they build resilient systems before inefficiencies, disputes, or gaps become too costly to repair.

New Family Office Design and Setup

Consultants align family office structure with the family’s goals, ensuring a new family office is designed to balance governance, risk, and long-term continuity. Early consulting support helps affluent families and high net worth individuals avoid inefficiency and create a foundation that can manage both day-to-day operations and long-term succession.

Structuring a Single-Family or Multi-Family Office

Families weigh options between a single-family office and a multi-family office, each with different aspects of control, privacy, and cost efficiency:

A single-family office offers direct oversight but requires significant resources and dedicated teams.

A multi-family office reduces expenses, gives access to broader expertise, but may limit flexibility.

Consultants help families address unique challenges such as governance disputes, reporting needs, and risk oversight across models.

Family Office Design and Operating Model

Consultants shape family office design by embedding governance structures, scalable internal controls, and efficient processes. For wealthy families, this design phase secures resilience by:

Defining which services are handled in-house vs outsourced for cost efficiency.

Embedding systems to secure assets, reporting accuracy, and regulatory compliance.

Creating operating rhythms that adapt as family members and priorities evolve.

A well-designed office reflects more than administration. It integrates governance with financial priorities, allowing families to focus on stewardship rather than firefighting. By applying leading practices, consultants ensure that structures remain resilient, scalable, and aligned with long-term vision.

Outsourcing Knowledge and Dedicated Resources

External family office professionals extend capabilities by bringing specialized knowledge, comparative insights, and dedicated resources that internal teams may not have. Their role is to provide targeted support and help families adapt best practices without increasing fixed overhead.

Where outsourcing creates value:

Access to experienced advisors who address unique needs that go beyond standard family office services.

Temporary or project-based staffing that strengthens reporting, governance, or risk oversight without expanding the permanent team.

Independent specialists who benchmark structures and ensure clients benefit from solutions proven across other family offices.

The ability to apply leading practices at scale, giving families confidence in both day-to-day operations and long-term continuity.

Consultants bridge resource gaps while protecting privacy and efficiency. By combining external perspective with in-house strengths, they help families avoid blind spots and achieve outcomes that internal teams alone cannot deliver.

Why Existing Family Offices Seek Consulting Support

Even established family offices rely on consultants to address unique challenges that emerge over time, such as inefficient reporting, governance disputes, or transitions between generations. These are often complex issues that require independence and comparative insights. Consulting brings perspective that internal teams cannot always provide.

Restructuring to Achieve Better Decision Making

Consultants guide offices through restructuring to:

Simplify operations that have become fragmented across entities and advisors.

Strengthen governance structures and embed robust internal controls.

Ensure frameworks reflect all aspects of oversight, from compliance to family dynamics.

Achieve clarity in roles and accountability, leading to faster and better decision making.

Position offices for long term success by aligning structures with evolving priorities.

Redesigning Family Office Structures

As offices grow, outdated systems must adapt. Consultants help by:

Applying leading practices proven across other family offices.

Upgrading processes to improve transparency and reporting.

Embedding risk protocols that protect assets while preserving wealth.

Ensuring offices manage growth without losing agility or trust among family members.

Delivering outcomes where clients benefit from frameworks that scale with complexity.

Consulting support allows even strong offices to reset, adapt, and future-proof their models. By combining independent analysis with tested practices, consultants help families maintain stability while preparing for inevitable change..

Embedded Family Office and Enterprise Integration

An embedded family office inside a family enterprise often struggles to balance corporate operations with personal financial oversight. Consulting ensures that governance adapts to both spheres so the office can manage complexity without compromising the family’s goals.

Where consulting creates balance:

Clarifying the aspects of wealth that should be managed separately from the core business.

Aligning the embedded office with the family enterprise while protecting privacy in personal decisions.

Building structures that keep tax, succession, and financial planning secure and compliant.

Helping offices address complex challenges, such as conflicts between shareholders and family members.

Designing reporting systems that integrate investments and operations without losing transparency.

Consultants bring independence in situations where business priorities risk overshadowing long-term stewardship of family wealth. By separating governance for corporate and family domains, they help secure continuity, reduce disputes, and create clarity for both the enterprise and the household.

Where Consulting Adds Value Beyond Family Office Services

Consultants provide a holistic view that goes beyond core family office services, delivering strategic vision and independence. Their role is to connect governance with wealth management, investment management, and tax planning, giving clients clarity that standard services alone cannot achieve.

Improving Governance and Internal Controls

Consultants strengthen internal controls so offices can:

Protect reporting integrity and secure sensitive data.

Reduce risk across both personal and business holdings.

Align structures with long term success, rather than short-term fixes.

Apply proven practices that keep offices resilient through growth and transitions.

Strengthening Decision Making Through Governance

Families achieve better decision making when frameworks:

Reflect shared values and long-term priorities.

Balance family’s legacy with the expectations of the next generation.

Integrate insights from investment management and wealth management, not just governance.

Keep family members aligned, even in complex transitions.

Enhancing Cost Efficiency Through Consulting

Consultants improve cost efficiency by:

Using benchmarks to highlight inefficiencies in investments and operations.

Advising where to outsource non-core tasks while keeping oversight.

Helping families focus on strategy, not administration.

Ensuring clients benefit from tested models that deliver measurable savings.

Consultants add value by connecting all aspects of oversight, from governance to investments, into a unified framework. This independence gives families confidence that every decision serves continuity, stability, and resilience across generations.

Key Areas Where Clients Benefit From Consulting

Consultants help families address key challenges across family wealth, governance, and succession. Their independence ensures that clients benefit from frameworks that strengthen resilience and deliver continuity across generations, far beyond what traditional services provide.

Benchmarking Asset Management Practices

Consultants refine investment management and investments oversight to align with strategic goals:

Introduce global benchmarks so portfolios reflect best practices.

Highlight weak aspects of allocation or reporting that reduce efficiency.

Balance liquidity needs with long-term preservation of family’s goals.

Coordinate personal wealth priorities with enterprise-level investment strategies.

Neutrality in Risk Management and Tax Planning

Independent advisors bring discipline to risk management and tax planning by:

Embedding controls that safeguard assets and reduce exposure.

Building frameworks that secure reporting integrity and compliance.

Preserving wealth across multigenerational families, even in complex structures.

Offering neutrality in disputes where internal family members hold conflicting views.

Succession, Legacy, and Next Generation Planning

Consultants prepare the next generation while reinforcing continuity by:

Designing programs that educate heirs on governance and wealth management.

Aligning family members around shared values to prevent disputes.

Embedding succession plans that ensure long term success of the enterprise.

Protecting and preserving wealth so it remains aligned with the family’s legacy.

Consultants give families clarity at moments of transition. By combining external perspective with tested structures, they create confidence that every decision serves both the present and the future. For more contact, families can engage consultants who demonstrate experience in aligning strategy with legacy.

Consulting in the Context of Family Business and Enterprise

Consultants support family business owners by integrating family enterprise priorities with governance and long-term financial planning. Their role is to connect corporate growth with the stewardship of family wealth, ensuring both domains move in the same direction.

Consulting for the Family Enterprise

Advisors align business priorities with the family’s goals, creating unified strategies that reduce conflict and strengthen continuity. They help offices balance profitability with governance, so families avoid trade-offs between enterprise growth and legacy.

Advising Non-Profits and Family Activities

Consultants also guide non profits and family activities, ensuring philanthropy reflects the family’s values and long-term vision. This includes embedding governance in giving programs so impact remains transparent, accountable, and aligned with the family enterprise.

Consulting in this context keeps the office from operating in silos. By linking business, personal, and philanthropic aspects, advisors create cohesion across all parts of the family ecosystem.

How Family Office Consulting Firms Work With Families

Family office consulting firms bring independence and comparative benchmarks from advising multiple family offices. They offer execution capacity that goes beyond what an internal team can deliver, ensuring governance and operations are built for scale.

Engagement Models and Scope (Advisory, Project, Interim)

Consultants provide flexible models tailored to a family’s needs:

Short-term advisory sprints to solve targeted issues.

Full project-based engagements to redesign governance or reporting.

Interim family office professionals (CIO, CFO, COO) who stabilize the office during transitions.

Where Professionals Fit in an Engagement

Specialist family office professionals complement internal teams by:

Adding governance and financial expertise in investment oversight or compliance.

Offering independent knowledge that balances internal perspectives.

Providing support in areas where dedicated in-house capacity may be missing.

Deliverables Families Should Expect at 30/60/90 Days

While every engagement is unique, families often find it useful to see how consultants structure progress in example scenarios.?

Below is a sample of what milestones could look like in different types of projects:

Project Type	Typical Family Profile	30 Days (Example)	60 Days (Example)	90 Days (Example)
Governance Review	Multigenerational families with fragmented reporting	Risk and internal controls assessment; quick governance fixes	Draft of updated governance structures and reporting pack	Final governance framework with role clarity for family members
New Office Setup	Affluent families or high net worth individuals starting a new family office	Entity design, scope definition, interim controls	Draft family office structure, initial family office design model	Operating rhythm live (accounting, reporting, bill-pay), succession plan outline
Restructuring & Efficiency	Established family offices facing unique challenges (cost, disputes, complexity)	Operational audit, early cost-saving measures	Redesign of office processes, draft efficiency benchmarks	Scaled reporting + optimized operations for long term success
Interim Leadership	Offices needing transition support (CIO/CFO/COO roles)	Interim professional placed, urgent issues stabilized	Strategy review and investment management oversight aligned	Succession handover plan and continuity safeguards in place

This table is illustrative. Not every family will follow the same path. The goal is to show how consulting engagements often break into clear phases where clients benefit from visible progress.

Choosing the Right Family Office Consulting Partner

Families must select consultants who align with their values, address unique challenges, and deliver a clear strategic vision. The right choice ensures governance and planning reflect not just technical expertise but also cultural fit with the family.

What Families Should Expect From Consulting Partners

Best advisors distinguish themselves by:

Offering tailored advice instead of generic frameworks.

Bringing a holistic view that integrates governance, operations, and investments.

Demonstrating proven experience with complex family offices and succession transitions.

Applying leading practices that safeguard continuity and preserve wealth.

Questions to Ask Before Hiring

Families should evaluate consultants across core areas. The table below illustrates where to focus and sample questions to guide selection:

Focus Area	Why It Matters	Sample Questions	What to Look For in Responses
Family Office Design & Structure	Ensures the consultant can create frameworks that scale with complexity.	• What is your experience designing or restructuring a family office structure? • How do you balance in-house vs outsourced services?	Demonstrated experience across multiple family offices; clarity on cost efficiency, scalability, and governance.
Governance	Strong governance prevents conflict and enables better decision making.	• How do you create governance structures that reflect family values? • What practices do you embed for risk oversight and reporting integrity?	Clear frameworks, emphasis on transparency, internal controls, and long-term success.
Legacy & Succession	Aligns current wealth management with future continuity.	• How have you helped families prepare the next generation for leadership? • Can you share examples of preserving wealth across generations?	Programs for education, succession frameworks, focus on continuity and resilience.
Enterprise & Business Alignment	Avoids silos between family business and family wealth.	• How do you align family enterprise strategy with governance and wealth planning? • How do you manage conflicts between shareholders and family members?	Ability to balance corporate operations with personal priorities; independence in disputes.
Investments & Risk	Ensures family wealth and investments are managed with discipline.	• How do you integrate investment management with governance and reporting? • What risk management frameworks do you typically use?	Clear investment philosophy, benchmarks, integration with tax planning, long-term preservation of wealth.
Tax & Compliance	Protects against regulatory lapses and cross-border issues.	• How do you integrate tax planning into family office structures? • What is your experience with cross-border compliance?	Demonstrated knowledge of regulators, proactive tax planning, compliance-first mindset.
Technology & Reporting	Families need transparency and digital readiness.	• What reporting tools or dashboards do you implement? • How do you use technology to secure data and improve reporting?	Emphasis on secure, scalable technology; clear reporting packs; proven vendor partnerships.
Engagement Model & Deliverables	Helps families know what to expect.	• How do you structure engagements (advisory, project, interim)? • What deliverables can we expect in 30/60/90 days?	Flexibility, clear milestones, focus on outcomes not just processes.
Comparative Insights	Families want benchmarks from beyond their own office.	• What insights or benchmarks can you share from advising other family offices? • How do you stay updated on leading practices?	Comparative data, independence, evidence of continuous learning.
Cultural Fit	Consulting is also about trust and alignment.	• How do you adapt frameworks to reflect our family’s goals and values? • How do you handle confidentiality and sensitive family dynamics?	Listening skills, discretion, adaptability, respect for privacy and values.

Selecting the right consulting partner is not just about due diligence. It is about securing a relationship built on strategic advice that strengthens governance, protects family wealth, and prepares the next generation. Families who choose wisely gain continuity, resilience, and the confidence that their office will thrive for the long term.

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misuses the Software, including any use of the Software other than as specified in the Documentation.
During the Term of this Agreement, if the Software fails to perform substantially in accordance with the Documentation, and such failure is not excluded from warranty pursuant to Clause 12.1, the Company will, at its sole option, use commercially reasonable efforts to repair the Software, provided that Licensee provides Company with all information which the Company requests to resolve the reported failure, including sufficient information to enable the Company to recreate such failure. Provided further that, the Licensee shall within 5 days after such failure has occurred, notify in writing to the Company informing about the failure. The Licensee acknowledges and agrees that the Software Platform may produce inaccurate results because of a failure or fault within the Software Platform for reasons not attributable to the Company or failure by Licensee to properly use and/or deploy the Software Platform. The Licensee assumes full and sole responsibility for any use of the Software Platform and bears the entire risk for failures or faults within the Software Platform on account of reasons not attributable to the Company. Licensee agrees that regardless of the cause of failure or fault or the form of any claim, the Company’s obligation if any shall be governed by this Agreement. Further, the Licensee acknowledges that the remedies set forth in this Clause 12.3 are Licensee’s sole remedies and Company’s sole liability with respect to the warranties provided in this Clause 12.
The software and documentation are provided to licensee on an “as is where is” basis and with all faults and defects without warranty of any kind other than as expressly set forth in this Clause 12. The Company, on its own behalf and on behalf of its affiliates expressly disclaims all warranties, whether express, implied, statutory or otherwise, with respect to the software and documentation, including all implied warranties of merchantability, fitness for a particular purpose, and warranties that may arise out of course of dealing, course of performance, usage or trade practice. Without limitation to the foregoing, the Company provides no warranty or undertaking, and makes no representation of any kind that the licensed Software Platform will meet the Licensee’s requirements, achieve any intended results, operate without interruption, meet any performance or reliability standards or be error free or that any errors or defects can or will be corrected.
The Licensee represents and warrants that it has due authorisations to enter into this Agreement and perform its obligations. Further, the Licensee represents and warrants that its is not barred under law, contractually or otherwise to enter into this Agreement and perform its obligations.

Limitation of liability

The Company and its affiliates, shall not be liable to the Licensee or to any third party for any use, interruption, delay or inability to use the software, lost revenues or profits, delays, interruption or loss of services, business or goodwill, loss or corruption of data, loss resulting from system or system service failure, malfunction or shutdown, failure to accurately transfer, read or transmit information, failure to update or provide correct information, system incompatibility or provision of incorrect compatibility information, or breaches in system security, or for any consequential, incidental, indirect, exemplary, special or punitive damages, whether arising out of or in connection with this agreement, breach of contract, tort (including negligence) or otherwise, regardless of whether such damages were foreseeable and whether or not the Licensee was advised of the possibility of such damages.
In no event will the Company’s and its affiliates’, collective aggregate liability under or in connection with this Agreement or its subject matter, under any legal or equitable theory, including breach of contract, tort (including negligence), strict liability and otherwise, exceed the total amount paid to the Company under this agreement for immediately preceding three month period.

Export Regulation.

The Software Platform may be subject to US export control laws, including the US Export Administration Act and its associated regulations. The Licensee shall not, directly or indirectly, export, re-export or release the Software Platform to, or make the Software Platform accessible from, any jurisdiction or country to which export, re-export or release is prohibited by law, rule or regulation. The Licensee shall comply with all applicable federal laws, regulations and rules, and complete all required undertakings (including obtaining any necessary export license or other governmental approval), prior to exporting, re-exporting, releasing or otherwise making the Software Platform available outside the US.

Indemnification

Licensee hereby agrees to indemnify the Company and its officers, directors, employees, agents, and representatives (“Indemnified Person”) from each and every demand, claim, loss, liability, or damage of any kind, including actual attorney’s/legal fees, whether in tort or contract, that may incur by reason of, or arising out of, any claim which is made by either the Licensee and/or any third party against the Indemnified Person with respect to any breach or violation of this Agreement by the Licensee or any claims based on Licensee’s and/or its client’s use of the Software Platform.

Miscellaneous.

Governing Law: This Agreement is governed by and construed in accordance with the internal laws of United States of America without giving effect to any choice or conflict of law provision or rule that would require or permit the application of the laws of any other jurisdiction. Any disputes arising from or related to this Agreement or any Company Software or service shall be subject to the exclusive jurisdiction and venue of the courts situated in New York, and both Parties hereby consent to such jurisdiction and venue.
Force Majeure: The Company will not be responsible or liable to the Licensee, or deemed in default or breach hereunder by reason of any failure or delay in the performance of its obligations hereunder where such failure or delay is lockdowns, due to strikes, labor disputes, civil disturbances, riot, rebellion, invasion, pandemic, epidemic, hostilities, war, terrorist attack, embargo, natural disaster, acts of God, flood, fire, sabotage, fluctuations or non-availability of electrical power, heat, light, air conditioning or any other circumstances caused beyond the Company’s reasonable control (“Force Majeure Event”). It is hereby clarified that the Licensee’s payment obligation shall continue during the Force Majeure Event.
Notices: All notices, requests, consents, claims, demands, waivers and other communications hereunder shall be in writing and shall be deemed to have been given: (a) when delivered by hand (with written confirmation of receipt); (b) when received by the addressee if sent by a nationally recognized overnight courier (receipt requested); (c) on the date sent by e-mail (with confirmation of transmission) if sent during normal business hours of the recipient, and on the next business day if sent after normal business hours of the recipient; or (d) on the third day after the date mailed, by certified or registered mail, return receipt requested, postage prepaid.
Entire Agreement: The terms and conditions of this Agreement, including its exhibits, constitutes the entire agreement between the parties with respect to the subject matter hereof, and merges and supersedes all prior and contemporaneous agreements, understandings, negotiations and discussions. Neither of the parties shall be bound by any conditions, definitions, warranties, understandings, or representations with respect to the subject matter hereof other than as expressly provided herein. The section headings contained in this Agreement are for reference purposes only and shall not affect in any way the meaning or interpretation of this Agreement. No oral explanation or oral information by either party hereto shall alter the meaning or interpretation of this Agreement. No amendments or modifications shall be effective unless in a writing signed by authorized representatives of both parties. These terms and conditions will prevail notwithstanding any different, conflicting or additional terms and conditions which may appear on any purchase order, acknowledgment or other writing not expressly incorporated into this Agreement.
Assignment:

a. Licensee shall not assign or otherwise transfer any of its rights, or delegate or otherwise transfer any of its obligations or performance, under this Agreement, in each case whether voluntarily, involuntarily, by operation of law or otherwise, without Company’s prior written consent, which consent Company may give or withhold in its sole discretion. For purposes of the preceding sentence, and without limiting its generality, any merger, consolidation or reorganization involving Licensee (regardless of whether Licensee is a surviving or disappearing entity) will be deemed to be a transfer of rights, obligations or performance under this Agreement for which Company’s prior written consent is required. No delegation or other transfer will relieve Licensee of any of its obligations or performance under this Agreement. Any purported assignment, delegation or transfer in violation of this Clause 16.5 is void. The Company may assign or otherwise transfer all or any of its rights, or delegate or otherwise transfer all or any of its obligations or performance, under this Agreement without Licensee’s consent. This Agreement is binding upon and inures to the benefit of the parties hereto and their respective permitted successors and assigns.

b. This Agreement is for the sole benefit of the parties hereto and their respective successors and permitted assigns and nothing herein, express or implied, is intended to or shall confer on any other Person any legal or equitable right, benefit or remedy of any nature whatsoever under or by reason of this Agreement.

Amendment and Waiver: This Agreement may only be amended, modified or supplemented by an agreement in writing signed by each party hereto. Failure or neglect by the Company to enforce at any time any of the provisions hereof shall not be construed nor shall be deemed to be a waiver of the Company’s rights hereunder nor in any way affect the validity of the whole or any part of this License nor prejudice the Company’s rights to take subsequent action.
Reservation of Rights and Remedies: The Company reserves all of its rights to proceed to enforce its rights in connection with all rights not expressly granted to the Licensee in this Agreement.
Severability: If any term or provision of this Agreement is invalid, illegal or unenforceable in any jurisdiction, such invalidity, illegality or unenforceability shall not affect any other term or provision shall to that extent be severed from the remaining terms, conditions and provisions which shall continue to be valid to the fullest extent permitted by law.
Interpretation: For purposes of this Agreement, (a) the words “include,” “includes” and “including” shall be deemed to be followed by the words “without limitation”; (b) the word “or” is not exclusive; and (c) the words “herein,” “hereof,” “hereby,” “hereto” and “hereunder” refer to this Agreement as a whole. Unless the context otherwise requires, references herein: (x) to Sections and Exhibits refer to the Sections of, and Exhibits attached to, this Agreement; (y) to an agreement, instrument or other document means such agreement, instrument or other document as amended, supplemented and modified from time to time to the extent permitted by the provisions thereof and (z) to a statute means such statute as amended from time to time and includes any successor legislation thereto and any regulations promulgated thereunder. This Agreement shall be construed without regard to any presumption or rule requiring construction or interpretation against the party drafting an instrument or causing any instrument to be drafted. The headings in this Agreement are for reference only and do not affect the interpretation of this Agreement.
Independent Development: This Agreement does not preclude the Company from evaluating, acquiring from third parties not a party to this Agreement, independently developing or marketing similar technologies or products, or making and entering into similar arrangements with other companies. The Company is not restricted by this Agreement to make such products or technologies available to third parties.
Disclaimer: The Software Platform is subject to the Disclaimer set out in the Appendix V of this Agreement.

Appendix IV : Privacy Policy

The Customer can access the privacy policy of the Company at the following link: Privacy Policy

Appendix V: Disclaimer

All of the operating procedures with respect to the Software Platform have been designed based on the Company’s experience in working with hundreds of global family offices. Under no circumstances should any person using the Software Platform should make investment decisions based solely on the information setout therein. The Company is not a qualified financial advisor and the Licensee should not construe any information discussed herein to constitute investment advice. The information in the Software Platform is not meant to be, and should not be construed as advice or used for investment, financial planning, legal, accounting, or tax purposes. The Licensee agrees to consult with a registered investment advisor, which the Company is not, prior to making any investment/trading decision of any kind. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. It must be implemented as per individual family office requirements in consultation with the family office’s local accounting and legal professionals.
The Software Platform is based upon information that is relevant while making investment decisions and the Company considers it reliable, but the Company does not represent that it is accurate or complete, and that it should be relied upon, as such. The Licensee should not rely solely on the information in making any investment. Rather, the Licensee should use the information only as a starting point for doing additional independent research in order to allow the Licensee to form its own opinion regarding investments. All recommendations, advice or opinions cited are the professional views of the Company. The Licensee must act upon them with due diligence.
The Company is neither registered as a wealth advisor, wealth manager, investment advisor nor soliciting any investment in any jurisdiction. Further, the Company does not accept any responsibility or liability for the actions or inactions on the part of any individual or firm stemming from the information mentioned in the Software Platform. The Licensee is solely responsible for verifying the information as being appropriate for the Licensee’s use, including without limitation, seeking the advice of a qualified professional regarding any specific financial, legal, accounting, or tax questions that the Licensee may have.
The Company makes no warranties and gives no assurances regarding the truth, timeliness, reliability, or good faith of any material/factual data in the Software Platform. The Company does not warrant that investment/trading methods or systems presented in the manual will result in profits or losses. The Company makes no guarantees as to the accurateness, quality, or completeness of the information and the Company shall not be responsible or liable for any errors, omissions, inaccuracies in the information or for Licensee’s reliance on the information Vis-à-vis the Software Platform.

Family Office Consulting: How Strategic Advice Strengthens Wealth and Governance

Password Policy

Asset Vantage Software Licensing Agreement

Appendix IV : Privacy Policy

Appendix V: Disclaimer