Managing family wealth is a complex and long-term initiative that requires careful guidance and institutionally driven principles. Operose works with wealthy families to leverage a process of “centralization with separation” to assist various family members with their specific needs while building a structure that leverages a family’s scale.

We guide clients in areas of:

  • Advisory
  • Investments
  • Performance Reporting
  • Governance
  • Charitable Giving
  • Generational planning