Family Office Advisory Services
Family Office and family business success does not happen overnight. Success requires vision, strategic planning, goals, objectives and also continuous improvement. Monroe Advisors LLC of Chapel Hill, NC, provides independent director and advisory services to family offices and their directly held companies around the world. Your family will be partnering with a network of professionals with decades of experience dedicated to providing your family office or business independent director, interim executive management and consulting services designed to realize your vision.
Our network has been instrumental in helping family-owned entities develop and improve their business strategies and culture, though the used of targeted programs in the areas of family office formation, generational governance transition, thematic investment platforms, future generation leadership training, and general business planning. Behavioral science, team collaboration, family dynamic assesments, and family harmony planning are critical to ensure your family goals and objectives are both aligned and achievable.
