Family Office Setup
A family office should be deliberately established around the family’s circumstances, wealth, objectives and long-term vision.
Oxbourn Consulting helps families like yours to establish and institutionalize their own family offices, from defining the purpose and scope of the office to establishing its governance, operating model, responsibilities and relationships with external advisors.
Our approach considers the family’s businesses, investments, properties, ownership interests, jurisdictions and succession objectives to establish an office capable of coordinating the family’s wealth as a whole across generations.
What we cover
Family office strategy, readiness assessment, purpose and mandate, wealth mapping, governance, operating model, roles and responsibilities, advisor integration, implementation and ongoing review.
