[rev_slider alias=”Multi-Family Office Services”][/rev_slider]
At Odyssey, our Multi-Family Office Services team comprises of experienced professionals who have decades of experience which allows them to address our client’s needs.
The following is a summary of our services:
Investment Strategy and Implementation
- Investment policy development
- Asset allocation plan development
- Investment managers selection
- Investment vehicle structures
- In-house portfolio management
- Custodial oversight
- Core asset class oversight
- Alternative asset class oversight
- Special asset class research
- Allocation and rebalancing oversight
Integrated Financial Strategies
- Balance sheet analysis
- Integrated tax and income plan design
- Retirement planning
- Analysis of professional advisors and fees
- Tax and income plan implementation
- Bank financing analysis and negotiations
- Coordination of team of advisors
Client Information Management
- Annual consolidated net worth statements
- Cash flow analysis
- Quarterly investment performance reports
- Quarterly investment partnership accounting
- Monthly entity accounting and reporting
- Annual status reports compared to plan
- Online access to custom reports
- Recordkeeping for personal property
Wealth Transfer Planning
- Development of objectives
- Multi-generational snapshot of existing strategies
- Legal and tax strategies under consideration
- Financial modelling of alternative strategies
- Explanation of plans to owners
- Action plan to implement changes
Trusteeship Services
- Trustee fiduciary services
- Agent for trustee compliance
- Investment and beneficiary education
- Advice on distributive duties
- Cost analysis and negotiation of trustee fees
- Selection and training of trustees and protectors
- Beneficiary education and mentoring
- Estate administration
Liability Management
- Trustee liability audit
- Property and casualty insurance assessment
- Life insurance analysis
- Specialty practice lines of insurance
- Personal security
- Collectibles inventory, appraisal, and protection
- Carrier solvency reporting
Lifestyle Enhancements
- Personal bill paying
- Domestic help and payroll
- Tax compliance
- Property management
- Cash flow management and forecasting
- Private travel management
- Aircraft / watercraft management
- Concierge services
Family Continuity/Client Education
- Family governance
- Family education plan
- Family meeting coordination
- Family news communication plan
- Leadership training
- Career planning
- Coaching and mentoring
Family Philanthropy
- Multi-generational objectives
- Personal giving programs
- Foundation trustee training
- Private foundation management
- Governance and board development
- Strategy analysis and implementation
- Foundation and grant administration
For further details, please contact our Multi-Family Office Services team at: multifamilyofficerservices@odysseycapital-group.com