Andy Paterson

Cloudflare DNS Gmail Google Apps CloudFlare Hosting Active Campaign WordPress.org Google Font API Mobile Friendly Remote

executive offices single family office family office solutions wealth management family office creation family office management investment strategy deal flow management financial advisory charter membership family office governance estate planning tax optimization family office formalization family charter investment management private wealth management operational management best practices legacy planning financial independence custom wealth solutions family values alignment family office association family office community direct investments investment deals financial reporting high net worth individuals wealth preservation risk management operational efficiency investment portfolios executive search strategic advisory asset management investment execution consultation services networking events family office resources family governance wealth distribution planning high net worth family services ceo advisory family office process documentation staff recruitment family office performance customized financial solutions holistic financial planning philanthropy management lifestyle management multi-generational wealth transfer personalized services high-net-worth individuals concierge services financial planning alternative investments family education programs real estate management strategic wealth planning family office services customer-centric approach bespoke financial solutions family dynamics financial literacy entrepreneurial families global investment strategies asset allocation performance reporting fiduciary administration crisis management next-generation mentorship family office growth ultra-high-net-worth families wealth transfer strategies philanthropic strategies family business succession financial services financial consulting consulting management consulting law practice legal services staffing & recruiting