Selection & RFP

Infrastructure & platform

Family Office Management Consulting conducts bespoken selection/request for proposal (RFP) processes for the selection of infrastructure and platform solutions including, but not being limited to, the following:

  • Consolidation/reporting/accounting/data management systems and software
  • Trading and prime brokerage platforms
  • Global custodian set-ups
  • Private placement fund set-up, administration and management
Hybrid/Virtual Family Office

Due to the complexities of today’s private client world, bespoken family office solutions are often required even if a single family office set-up is not desirable. In such cases, “virtual” and “hybrid” family office solutions may be considered, these being cost-efficient structures which distinguish themselves further by a high degree of flexibility.

Family Office Management Consulting designs together with you your very own bespoken family office solution which may be a combination of individual service providers and advisors, multi-family office services  as well as direct hires.

Multi-Family Office

Family Office Management Consulting conducts bespoken selection/RFP processes to support you in your choice of the right multi-family office candidate. The selection process may hereby be conducted across multiple jurisdictions and typically includes final fee negotiations as well as the support during implementation phase.