An extension of your existing capability.

Family offices vary in scale, sophistication and internal capability.

Some require comprehensive support across multiple disciplines. Others need targeted expertise in specific areas. We calibrate our involvement accordingly.

We work alongside your existing advisers, staff and service providers. Our role is to enhance coordination, provide independent perspective and ensure that the various components of your financial ecosystem operate cohesively. We can provide ongoing retainer-based support or project-specific assistance as circumstances demand.

Independent Portfolio Monitoring

Objective assessment of investment performance across managers and asset classes. We measure outcomes against stated objectives and provide evaluation of whether current arrangements are serving your interests.

Strategy and Governance

Support in setting investment policy, governance frameworks and decision-making structures. We assist with ongoing governance needs, including investment committee preparation and documentation.

Manager Oversight (rewrite)

Independent review of external manager performance, fees and alignment. We ensure that the professionals managing your capital are delivering value commensurate with their cost.

Currency Risk

Monitoring and management of currency exposures across global asset holdings. Hedging strategies where appropriate to protect against adverse movements.

Asset Allocation

Ongoing review of portfolio composition against target allocations and risk parameters. Rebalancing recommendations based on market conditions and evolving objectives.

Market Risk

Comprehensive assessment of exposure to equity, credit, interest rate and other market risks. Stress testing and scenario analysis to understand portfolio behaviour under adverse conditions.

We consolidate financial data across multiple custodians, managers, and jurisdictions to provide a single view of all VAR-managed and external assets.

This delivers comprehensive performance, attribution, and exposure analysis regardless of where holdings are located. Reports are customised by frequency, format, and level of detail to match the specific requirements of principals, trustees, and advisers.

Structure Review

Assessment of existing holding structures for efficiency, protection and alignment with current objectives. Identification of opportunities to simplify or optimise arrangements.

Structure Implementation

Project management of new structure creation. Coordination with tax advisers, lawyers and trust companies to ensure efficient execution.

Succession Planning

Support in preparing for generational transition. Documentation, governance frameworks and next-generation engagement to ensure continuity.

Illiquid Assets

Guidance on property, private investments, art, collectibles and other illiquid holdings. Valuation, management and liquidity planning across non-traditional asset classes.

Lending Coordination

Advice on borrowing strategies and facility structures. Coordination with our lending team for clients requiring property finance, securities-backed lending or other credit solutions.

Professional Introductions

Access to our network of trusted professionals across legal, tax, accounting and specialist advisory disciplines. Introductions where they add value to your existing team.

Governance and Oversight

Independent monitoring, investment committee support and governance framework development.

Consolidated Reporting

Aggregated reporting across managers, custodians and jurisdictions. A complete view of family wealth in a single format.

Risk Management

Currency, allocation and market risk monitoring. Stress testing and scenario analysis.

Structuring and Planning

Review and implementation of holding structures. Coordination with legal and tax advisers.

Advisory Support

Guidance on illiquid assets, lending and professional introductions.