Family Governance
Governance that the next generation actually wants to join.
Family constitutions and councils fail when they feel like compliance. The ones that last give rising generations real responsibility, early.
Rachel Andersen · 6 min read
Family Office
Every advisor, finally on one page.
A dedicated family office team that consolidates reporting, governance and day-to-day financial administration.
- Under stewardship
- $47B
- Families served
- 380
- Dedicated service team
- 24/7
Overview
Our family office team brings together reporting, governance and administration so that families have one accountable partner for the work that surrounds their wealth — and more time for what matters to them.
Who we serve
- Families with $50M+ and complex, multi-entity balance sheets
- Single-family offices seeking to outsource or augment operations
- Families preparing the next generation for ownership
Capabilities
06- 01
Consolidated reporting
One view of every account, entity, custodian and private investment.
- 02
Family governance
Councils, constitutions and decision-making frameworks designed with your family.
- 03
Bill pay & treasury
Secure management of payments, cash and household administration.
- 04
Next-generation education
Structured programs that build capability and confidence over time.
- 05
Lifestyle asset oversight
Property, aviation, art and collection management and insurance.
- 06
Vendor management
Selection and oversight of outside advisors and service providers.
How we work
A disciplined process, led by one accountable team.
- Step 01
Inventory
We document every asset, entity, advisor and recurring obligation.
- Step 02
Operating model
We agree what Aevum runs, what the family runs and how decisions are made.
- Step 03
Transition
We migrate reporting, payments and administration with no gap in service.
- Step 04
Governance
We convene the family regularly and support every transition.
“Our next generation is finally part of the conversation.”
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Discuss family office with a specialist.
A 45-minute introductory consultation with a senior advisor about your family, your objectives and how your current advisors work together. No obligation.