Canterbury Consulting - Wealth Management: Family Office

Many of Canterbury’s wealthy clients have established their own family office to assist them with such things as tax and estate planning, recordkeeping and wealth transfer. These family offices however, have recognized the value in outsourcing their strategic planning, investment management, risk management and financial reporting to the specialists at Canterbury.

Our firm provides expert, objective advice to family offices. Staff and family members can rely on us to structure a customized long term asset allocation plan, handle all of the due diligence on investment managers/strategies and provide access to top-tier hedge funds and private capital investments. We also work with staff to prepare monthly and quarterly reports that cover performance at a composite level, performance of each underlying manager, asset allocation variance from the target, a cash flow summary and a liquidity analysis. These reports are personalized for each client to maximize their usefulness.

To find out more about how Canterbury can help you meet your unique goals, contact us today.