Operose partners with single family offices, multi-family offices and high-net-worth individuals and families to focus on three key factors that lead to a successful investment program – attention, customization, partnership. We recognize that families and family offices have unique needs, objectives and expectations that require a distinct service model customized for you.
Operose provides solutions and advisory capabilities to high-net worth families. We help family offices and family members design a framework that includes:
- Policy
- Economy
- Advisory
- Governance
- Education
- Technology
- Investments
- Operations
Learn more about our Outsourced Family Office Services below: