-> 4 Stages
-> a clear timeline
-> transparent fees
-> actionable outcomes
To bring you from chaos and improvisation to systemic strategy.
Stage 1
Weeks 1 to 5
We help you articulate your purpose, values, and long-term vision through facilitated workshops, tests, and individual interviews.
Outcome : your Complete Family Wealth Report.
Stage 2
Weeks 6 to 12
Our team designs the optimal structure, considering legal, tax, governance, and operational requirements; in collaboration with recognized experts.
Outcome : your Family Office Blueprint.
Stage 3
Months 4 to 12
We assemble the right people and system, establishing processes that align with the family’s values and objectives.
Outcome : your Single Family Office.
Stage 4
Ongoing
We provide ongoing support to help your family office evolve as family needs change.
Outcome : your Resilience Framework.
ODAL Partners 