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)

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 candidate sourcing

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

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

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 Resources strategy and operations

Organizational design and role restructuring

Talent sourcing and hiring

Payroll and benefits management