Family Office Planning Programs
Purposely map the legacy of your family by working with Monroe Advisors LLC. We assist families develop plans for both new and multi-generational family offices as well as their privately held businesses. If you are in either a building, growing or transition process, we offer customized tools for family offices to ensure that your family's long-term vision is effectively implemented to achieve enduring success.
Family Office Formation
Give your family office a successful start with proven family office formation programs. We utilize best practices in the creation of family mission and value statements, development of core principles, and strategic planning. Additionally, we have expert partners for the necessary legal and tax formation options critical for the establishment of a family office. We also have partners to build a family office team from scratch if needed. Lastly, your family office needs an effective governance framework for proper decision making to flourish while allowing appropriate family collaboration.
Strategic Planning
We offer strategic planning services based on your specific short and long term goals. The strategies presented will be customized to work congruently with your pre-existing family dynamics and vision for the future. Our team can provide a simple framework to help your family determine their family goals in the area of legacy, family member engagement, governance, wealth preservation or growth, and philanthropy.
Generational Transition Planning and Execution
Generational transitions are notoriously difficult. They require respect for the family legacy while appropriately planning for the legacies of future generations as well. We can provide a systematic approach to identify key objectives for all stakeholders by creating a unified vision for several generations to come.
Investment Platform Design & Thematic Investing Frameworks
Our firm can develop an investment platform to appropriately balance risk and reward for family offices. This type of service is customized and unique to your family's style and current investment holdings. As such, it creates the structure for new investment categories consistent with your long-term vision. Additionally, we would be able to establish a thematic framework to provide unique investment themes to enhance family member engagement and participation. Our firm is not a RIA but we have proven experience working with all types, ranging from boutique multi-family investment offices to the largest investment companies in the world. Finding the right match is critical for various reasons.
