HNW Family

Our client, a High Net Worth Family wanted to assess the viability of setting up a Single Family Office which over time could be scaled to a Multi-Family Office offering a full suite of services to other clients. 

Working closely with a key family representative ‘Opus Una’ :

• Defined the proposition (core and non-core products and services)
• Defined viable High Level Operating Model options
• Identified Supplier Selection Criteria and Potential Suppliers
• Facilitated meetings with prospective product/service providers

Within a two week period  the client had a clear view of:

• A ‘Day 1’ proposition and how that could be evolved in stages
• What could be managed ‘in-house’ and what would need to be outsourced Low, Medium, High Complexity Operating models and a scale-up approach for each
• Prioritised Supplier Selection Criteria