ABOUT US
About Compleet Family Office Solutions
The combined needs and resources of today’s entrepreneurs and their multi-generational families truly are some the most complex enterprises in the world. Layers of generations of family, their history, the values they carry mixed with the layers of businesses, investments, trusts, and foundations truly create a complex ethos that dwarf’s the needs of even some of the world’s biggest business enterprises.
Yet, the management of that combined family enterprise is most often ignored and left unmanaged. Accountants, lawyers, bankers, investment advisors, insurance agents, company business executives and even sociologists touch pieces of this complex enterprise. Few step into the role of helping the families truly manage this enterprise. Most look to the matriarch or patriarch of the family to do that role. The vary people who often have the least amount of time to dedicate, have expertise in other areas, or don’t have the interest tackling the day-to-day aspects of managing the complexity of the family enterprise.
This is why Ed Drake, our founder, established a network of advisors like himself that focus on providing outsourced executive level management services to these families on as needed basis. Ed throughout his family office and wealth management roles in the financial services and accounting industries and now at Compleet Family Office Solutions as always focused on providing outsourced CEO, CFO, COO and CIO services to these complex families and their combined family enterprises. Compleet not focus exclusively on independently provide these services to the family we serve.
We now bring the power of complete independence to this much needed service for complex families
OUR PROCESS
Our process is a complementary process. Why? We find investing the time to truly understand the families we serve, and their situation puts us in the best position to truly deliver significant measurable value to the families we serve. We also find this process understand where we won’t have the impact we strive to achieve. This process involves a series of collaborative in person, via video or a combination there of to accomplish the following:
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Gain an understanding of the family and the mission.
- Understanding the values and objectives of the family
- Understanding the family dynamics and their possible impact
- Understanding any transitions impacting the family – succession, illness, disabilities, premature deaths, divorce….
Gain a deeper understanding of the family.
- Financials
- Taxes
- Estate Planning
- Investments
- Businesses and Entities
Strategic review in search of issues and opportunities.
- What could be working better?
- What should be considered to improve the family’s situation?
- What issues are creating risks and exposures to the family?
Development of the strategy or plan of attack with the family.
Engage to execute that strategy.
Engage to manage that strategy to keep it on track.
