The seats that are hardest to fill
CFOs are now the hardest seat in a family office to fill. An embedded or part-time CFO covers the gap while you hire, or instead of hiring.
Single family offices
Specialist capability, alongside your own team.
Governance, succession, AI deployment, investment office, outsourced CFO, and distressed and turnaround strategies that work alongside your own team.
What matters
What we focus on first.
AI with the controls in place
We help your team adopt AI tools under clear policies, approved tools and audit trails.
A second view on the portfolio
Outsourced CIO support for the whole balance sheet, or for one part of it.
How we help
AI Governance Services Policies, controls and audit trails for AI use across the family office.
Embedded CFO A named CFO for your family, supervising staff and reporting to the family council.
Investment Advisory An outsourced Chief Investment Officer for the whole balance sheet.
In-House Finance and Tax Capability Building the family's own team.
Distressed and Turnaround Strategies Restructuring, liquidity and recovery plans for family businesses and holdings under stress.
Risk Management Insurance reviews, banking and lending.
Co-Investment Structuring Vehicles, tax and protections when investing with others.
Request a confidential introduction with our founder.
Tell us about your family's priorities. Every conversation is private and carries no obligation.