Strategic Focus: Optimize investment performance, tax efficiency, and multigenerational wealth planning

Key Activities:

• Consolidate reporting across multiple investment vehicles and asset classes

• Conduct risk analysis on overall portfolio and individual investments

• Evaluate new investment opportunities with detailed financial analysis

• Optimize entity structures for tax and liability purposes

• Develop cash flow forecasting for family distributions and capital calls

• Coordinate with external advisors (tax, legal, investment)

• Create reporting that balances transparency with privacy concerns

• Establish governance structures for investment decision-making

Engagement Structure: Quarterly comprehensive reviews plus monthly reporting and ongoing investment analysis