SP FAMILY OFFICE
The business, family capital and key decisions should be considered as one system
An independent advisory practice for owners and families who need to connect the interests of the business, capital, ownership, succession and critical decisions.
SP does not run the owner's life. SP creates an independent professional framework where the stakes are high.
01 / SP FAMILY OFFICE
When this is needed
- The owner has several businesses and assets.
- A decision about one asset affects the entire capital structure.
- A sale, acquisition, partnership or investment is planned.
- Business interests need to be separated from personal capital.
- Succession is becoming a priority.
- A major decision needs an independent perspective.
- The family structure has become more complex.
- Several external advisers need to be coordinated.
02 / SP FAMILY OFFICE
Practice architecture
Owner Advisory
An independent adviser to the owner on capital, business structure, major transactions and strategic decisions.
Owner’s Decision Office™
A standing external framework for preparing, reviewing and supporting the owner's critical decisions.
Family Office Decision Assurance Program™
A system for independent review of decisions affecting the business, family capital, investments and the family's long-term interests.
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What the work may include
- A map of assets and liabilities
- Capital structure
- Key business decisions
- Investment and M&A scenarios
- Governance
- Succession and continuity
- Coordination of banks, lawyers, tax and investment advisers
- An independent second opinion
04 / SP FAMILY OFFICE
An independent decision framework
Preparation, review and support for key decisions are combined with the coordination of external advisers. The practice focuses on a complete view of the business and capital, an independent position and the family's long-term interests, rather than managing assets on behalf of the owner.
SP FAMILY OFFICE