Family Office Administration

Administering the business of a family office varies from one family to the next – the policies and roles all depend on the available time, skillsets, and interests of the family members, as well as on the asset makeup and generational goals of the family. Still Waters Family Office works alongside the family’s decision makers to create a unique investment policy statement, spending policy, and to establish roles for governance that support these goals. We also help to create the family’s investment committee and primary advisory team. These groups meet regularly to ensure the investment policy statement is followed, and to think proactively for the family as markets, economies, tax and estate laws evolve. Still Waters Family Office schedules and leads regular meetings for the involved family members to come together and review portfolios, performance, planning and ongoing goals.