Advisory and Consultative Services
Proper and intelligent investment and wealth management are at the core of every family office structure. Starting from that core and in consideration of all factors that need to be considered when forming a family office, Dreyfus Corporation LTD’s consultants and advisors apply a four-part approach in their services for ultra high net worth investors.
Our financial planners incorporate investment advisory, consultation, and wealth creation and preservation services that integrate the management of an investor’s assets, philanthropic efforts, and lifestyle and budgeting needs. These services can include:
A family’s strategic wealth plan can fall by the wayside when a family business or member experiences unanticipated stresses. Our family office advisors help a family office to stay on message and to comply with stated and agreed-upon strategic goals, both in the face of those stresses and in the regular course of a family’s business and personal activities. Our family office consultants provide:
Family Office Governance
The governance mechanisms that are included in a family office structure must consider the familial relationships and dynamics that can impair smooth operations and decision making. Our consultants provide administrative services, succession planning, and reporting and record-keeping services that can eliminate many of these and other common problems with:
General Family Office Advisory Services
Like any other active business, a family office will face daily stresses and issues that can divert attention from more productive wealth creation and preservation activities. Dreyfus Corporation’ family office advisors work with ultra high net worth clients to address these stresses and issues and to eliminate problems before they grow beyond control with services that include: