Family Office
Structures, investment frameworks and governance for significant family capital.
Our Family Office practice advises families on the organisation and governance of significant private capital, taking account of ownership, liquidity, investment objectives and the family’s wider affairs.
Our team establishes the structures and decision frameworks that guide investment decisions and, where appropriate, serves as an independent member of the family’s investment committee.
Our family office services
Establishment and Structure
Families typically establish or professionalise a family office following a liquidity event, during a generational transition or when informal arrangements no longer reflect the scale of their affairs. Our team advises on office design and operating model, entity and ownership structure, and generational transition planning. The result is a structure through which the family's affairs can be administered consistently and transferred to the next generation without being rebuilt.
- Office design and operating model
- Entity and ownership structure
- Generational transition planning
Capital Allocation and Investment Frameworks
Families require clear parameters for how capital is retained, reserved and invested across their objectives. We develop the frameworks that govern those decisions. Our work covers capital base reviews across relevant entities and assets, allocation parameters addressing amounts, timing and liquidity horizons, and investment charters that document the family's investment policy.
- Capital base reviews across holding and operating entities
- Allocation parameters covering amounts, timing and liquidity horizons
- Investment charters codifying the family's investment policy
Investment Committees and Family Governance
Our team establishes investment committees and family governance frameworks. Our work covers committee design and terms of reference, decision-making thresholds, delegations and screening processes. Where appropriate, Reincorp Advisory accepts an independent investment committee appointment and participates in assessing and determining opportunities within the committee's mandate.
- Committee design and terms of reference
- Decision gates and delegations
- Screening disciplines
- Independent investment committee membership
Common questions
What role does the firm take in investment decisions?
Our Family Office practice designs investment frameworks and governance and may serve as an independent member of a family investment committee. In that role, we assess opportunities and participate in decisions within the committee's mandate.
When should a family consider establishing a family office?
A family office is often established following a liquidity event, during a generational transition or when informal arrangements no longer reflect the scale and complexity of the family's affairs.
How does the Family Office practice work with a family's existing advisers?
We work alongside them. Most families retain their existing accountants, lawyers and investment advisers. Our Family Office practice establishes the structures and decision frameworks that coordinate their work, drawing on our Tax practice where those structures have tax consequences.
Discuss a family office matter
For a confidential discussion about family capital, governance or succession, contact Eric Reiner.
