How can we partner?

  • We act as an extension of your team, providing expert oversight and continuous management of critical operational functions. Focus on your core mission – generating returns or managing wealth – while we ensure your operations run with flawless efficiency. Our ongoing operations service provides continuous monitoring, process refinement, and proactive support tailored to the unique demands of investment funds and family offices. service embeds continuous improvement into the heart of your fund or family office. We proactively optimize workflows, enhance reporting accuracy, manage technology, and mitigate risks, ensuring your operations are not just efficient today, but scalable for tomorrow's growth. Partner with us for institutional-grade operational resilience and agility.

  • Need expert leadership for a critical, short-term project? Our special projects service provides dedicated management for specific initiatives within your investment fund or family office. We take full responsibility for planning, executing, and delivering complex projects – like system implementations, process redesigns, or regulatory changes – on time and within scope. Launching a new system? Adapting to regulatory demands? Optimizing a specific workflow? Our special projects service provides experienced leadership for your defined-duration projects. We manage the entire lifecycle – scoping, planning, stakeholder coordination, risk mitigation, and final delivery – ensuring your specific objectives are met efficiently and effectively.

  • Turn your operations into a powerful competitive advantage. We help you identify inefficiencies, streamline workflows, reduce costs, and enhance quality across your organization. We partner with you to design and implement sustainable operational improvements that drive a foundation for scalable growth. We provide a clear roadmap to transform your operations. We leverage data-driven analysis, industry best practices, and collaborative workshops to pinpoint critical improvement areas. From process redesign and technology integration to building a culture of continuous improvement.

KEY AREAS OF COVERAGE

We tailor every engagement to meet the unique objectives, scale, and complexity of the client.

STRATEGIC LEADERSHIP + ADVISORY

  • Serve as a right hand to the principal in a Chief of Staff or senior operational leadership capacity

  • Act as a manager, mentor, and technical resource for implementing new systems and software

  • Act as a change agent bringing fresh perspective and driving operational excellence

  • Design and execute large-scale strategic and operational transformations

  • Growth and scaling strategy

  • Rapid organizational assessments to address structural, cultural, and operational inefficiencies

Operations + Process Improvement

  • Tackle inefficiencies and streamline workflows

  • Improve productivity and internal communication

  • Project management across internal and external teams

  • Design and implement investment and operational processes

  • Build and maintain relationships with client intermediaries (e.g., estate managers, EAs, Chiefs of Staff)

Fund + Investment Management

  • Fund and portfolio management (private, public, and alternative asset classes including film, food/beverage, music)

  • Investment operations and reporting (including FMV reporting and recordkeeping)

  • Deal execution or project management in collaboration with investment teams

  • Portfolio construction and monitoring

  • Liquidity event planning and management (IPOs, SPVs, distributions)

  • Operational due diligence

  • Subscriptions and capital calls

  • Data room creation and maintenance

  • Lead investor relations and fundraising support

Finance, Accounting, + Tax

  • Budgeting, forecasting, and cash flow management

  • Accounting and bill payment systems

  • Tax strategy, audit preparation, and coordination with tax advisors

  • Bank and custodian relationship management

  • Oversight of fund administration and financial vendors

Legal, Compliance, + Risk Management

  • Entity formation, management, and dissolution

  • Develop and lead compliance programs tailored to fund structures and regulations

  • AML/KYC procedures

  • Business continuity planning

  • Cybersecurity oversight

  • Insurance advisory

Human Capital + Organizational Design

  • Human Resources strategy and operations

  • Organizational design and role restructuring

  • Talent sourcing and hiring

  • Payroll and benefits management

FAMILY OFFICe

  • Build out of family office infrastructure, process, procedures

  • Support philanthropic program planning

  • Implement trust and estate strategy

  • Estate management and oversight

  • Real estate search, financing, and purchase project management

  • Private jet acquisition or chartering oversight

  • Yacht acquisition or chartering oversight

  • Art acquisition, tracking, and management

  • Estate employee management and client sourcing

The services outlined herein are illustrative and not intended as a comprehensive enumeration.