Family offices and principals //

A top-down view shows us where to zoom in on the details.

See how we create a single source of financial truth for family offices and principals.

Working with Method

Our clients are responsible for a lot of capital. Most are trying to use it to look after themselves and their families, and enjoy the life they’ve worked for.

We understand that responsibility. We want to help you make the most of what you’ve built, feel confident about the future and look after the people who depend on you.

We create a team around you to support you in that role.

Family offices

Family offices already work with specialist advisers, investment managers and other professionals. The challenge is keeping the financial information and work from all of them up to date in one place. Method provides that place.

We maintain the asset schedules, track work between advisers, review investment arrangements and feed relevant information back into the family’s planning and administration.

That allows family office staff and external advisers to focus on their own areas of expertise without also having to keep track of the family’s entire financial position. We also provide additional capacity for investment analysis, capital deployment, adviser coordination, administration and specific projects.

Questions we can answer

  • Who is keeping track of the whole financial position?
  • Do advisers have the information they need from each other?
  • Is work being duplicated?
  • Are investment arrangements still right for the family?
  • What work could Method take off the family office team?

Principals

As a principal you're likely responsible for capital held across businesses, investments, property, pensions, family investment companies, trusts and cash.

These different assets serve different purposes, advisers and requirements. Method helps by keeping track of the whole financial landscape so you can see where capital is held, its purpose and whether it is being used in the way you intend.

We review how capital is allocated and assess the options available when something changes or a new opportunity appears.

We work with the advisers already involved and source additional expertise where it is needed. Where you want us to, we also coordinate the work, carry out the analysis and manage the actions that follow.

Questions we can answer

  • Are your investments doing what you need them to do?
  • What capital is available to redeploy when an opportunity appears?
  • Do your advice, assumptions and plans work together?
  • How will a choice you make now affect your options later?
  • Do the facts support the recommendations you need to approve?
  • How much cash do you need on hand?

  • Method were already looking after my family’s financial planning and I was approaching a large exit from my business.

     

    They were instrumental in bringing my estate to life and plugging gaps while I grew my family office.

     

    They guided me through some tough decision making and were always available to discuss and resolve any issues.

    Stuart Fraser Family Principal, Fraser Family Office

What will a complete view reveal about your financial landscape?

Work with Method