How we serve families
Our ServicesSpecialties
The Business of Family Business
Our background in consulting with top private equity funds, sophisticated public equity investors, and family businesses, brings a unique perspective to the challenges families face
Strategic Analysis
Deep dive analysis of the family’s current business holdings. Competitive benchmarking, profitability analysis
What's Next?
After the sale of a business or a generational transition, the family may change from owner/operators to overseers of a portfolio. We help families develop their investment philosophy and then find the right partners to implement their strategic plan
Education / Investor Relations
Help the family understand its current capital base and implement regular reporting process
Governance
Extensive experience in designing governance structures
Family Office Development / Design
Help family determine what services should be offered. Design client service model and staffing model. In-source vs. out-source analysis
Process
Our Engagement Process
Align
- Listen and understand family’s story and balance sheet
- Align around set of mutual goals across generations
- Assess feasibility of achievement
- Develop “scoreboard” to assess performance
Decide
- Determine decision making model for investment assets
- Assess investment vehicle structures
- Build investment committee – within family and outside experts
- Solicit RFPs for implementation partners
Report
- Close the loop
- Develop performance reporting framework
- Educate family how to interpret performance
- On-going communication
Schedule a Consultation
3322 West End Ave - Suite 200 Nashville, TN 37203
+1 615 270 5750
info@familyCapitalStrategy.com