Ultra-high net worth families face many challenges that are associated with wealth management and running a business. From dealing with service providers, to making complex investments, estate and tax planning, succession planning, human capital, risk management, cybersecurity, philanthropy, exit strategies, governance and best practices, it can be daunting. When you add to that conflicts within the family it becomes extremely challenging.

Our solution is to utilize a “Family Office Expert”, which can be someone outside the family or even a family member, who has all the requisite attributes and skills necessary to serve as the family’s trusted adviser. This individual must have extensive knowledge of most aspects of the family office and strong leadership and interpersonal skills. We feel that an outside advisor may be a better “fit” in most cases, because it may be difficult for a family member to be objective and would they be willing to commit to a full time role such as this?

If you have any interest in considering a “Family Office Expert” to assist your family resolve conflicts, assist with decisions, planning or anything else we can help. Please contact the President of Quest Family Office Search, Michael Rosenblatt at 212-971-0033 or Michael@questorg.com.

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