For Family Offices

Possibly Issues

RiverGlades understands that no two family offices are alike. Each has its own specific needs and particular wants. Through the years we have spoken with ultra high net-worth families that have expressed an interest in our approach and experience but already had their own team in place. They sought out unique solutions, assistance with the family’s myriad personal and retirement accounts, advice on speaking with family and the next generation, as well as succession planning within the family office.

Potential Solutions

For these families we offer bespoke solutions to compliment their existing advisors and staff. These services may include developing a one-off investment strategy, enhanced consolidated reporting, outsourced CIO, and consulting opportunities reviewing your existing family office and investment results or facilitating family meetings. Please contact us to learn more about how we might be able to assist your family.

Complimentary Review