Wealth & relationships
Family office advisory & specialist coordination
Business families and international assets benefit from coordinated oversight. We help organise information, clarify objectives and connect the work of appointed legal, tax and financial specialists.
Who this is for
Entrepreneurial families coordinating business interests and appointed professional advisers.
What the work includes
- Family governance support
- Organisation of dossiers and opportunities
- Planning coordination with authorised professionals
Typical advisory outputs
What the work produces
An overview of priorities, organised documentation and a coordinated agenda for appointed advisers.
The mandate confirms which outputs are required, who is responsible and the agreed timetable.
What to bring to the first discussion
Family and business priorities, relevant jurisdictions and the specialists already involved.
Start with a concise overview. We then identify the information and specialist input needed for the next stage.
How the engagement is defined
Scope, responsibilities, fees and next steps are agreed before work begins. Thaddeus undertakes its advisory and coordination duties; appointed providers deliver their specialist services under their own agreements.
Our role and responsibilities