For families with complex needs, FLP provides customized solutions to align investments and streamline operations with responsive support, personalized attention, and flexible options tailored to meet specific requirements.

Managing Complexity

We offer customized solutions to help our clients build their own family offices as well as work within the existing structures of other single and multi-family offices.

Our clients face new challenges on a daily basis: from investing and controlling cash flow to family dynamics to risk, tax, and estate questions. FLP provides a flexible approach to family office services by advising across complex investment portfolios, structuring and building out best practices for families, and coordinating the services needed to manage financial and personal lives.

Our Difference

Extensive
Experience

The core Family Office team has single-family and OCIO experience while drawing upon skills across the entire FLP organization.

Broad Investment Capabilities

We bring deep experience investing across the spectrum of traditional and alternative investments.

Bespoke and Flexible

We provide custom solutions that integrate with existing structures or build new ones to exact specifications.

Extended Connectivity

We conduct focused groundwork to include all stakeholders in Family Office decision-making, including special considerations for spouses and next-gen.

Client Journey

Our core values are deeply embedded in our culture and are reflected in all our relationships.

Step 1:

Solve & Simplify

We begin with clients offloading endless paperwork and unaddressed problems to help solve pain points and simplify complex situations.

Step 2:

Organize

After a family has articulated its goals, perhaps for the first time, we work together to establish family office structures, define roles, and assign decision-making responsibilities. Creating consolidated reporting and formalizing communication are also paramount priorities.

Step 3:

Review

The team then reviews existing investments with particular focus on terms, fees, and performance. Asset class and other exposures are analyzed for hidden risks. Changes are recommended and implemented.

Step 4:

Elevate

We provide a single point of contact for client needs, while executing processes, controls, and investments to reduce a family’s risk profile.

Investing for Lasting Impact

Our collaborative approach is centered on education and ongoing communication. We work with you to develop a plan designed to meet the specific goals of your family, including sustainability goals—with a strong focus on values alignment, thematic opportunity, and targeted impact.

Carefully curated strategies across public and private markets
Comprehensive reporting for transparency
Ongoing advisory and education across generations and through dynamic market environments
Accountable, approachable and flexible, adjusting as families evolve over time