Family Office Services
After 20 years of experience working with families around the United States, Andy has a deep appreciation for the challenges and opportunities facing families and the professionals who serve them. Representative projects include:
- Helping families assess the costs and services to offer when starting a family office.
- Supporting vendor selection and the pros and cons of outsourcing vs. insourcing services.
Looking at specific organizational roles to find opportunities for enhancements, scale, and operational efficiencies.
