Our Services
We work with the family to evaluate and create overarching, unique, mission statements, outlining the goals and aspirations of the family. This is the foundation we use to create a clear plan for wealth and family legacy.
We can serve as your complete virtual family office or supplement your existing family office team.
Accounting/bookkeeping
- General Ledger
- Bill pay
- Cash Management
- Investment reporting & tracking
- Aggregation of all assets
- Performance reporting
- Tracking of direct investments including Real estate and private company investments
- Management of alternative investments
- Funding capital calls
- Reporting on unfunded commitments
Technology
We team up with outside providers for state-of-the-art technical solutions
- Allowing for accessible anywhere worldwide
- Making it easier for family members, the family office team and outside service providers to collaborate and communicate
Family Office Structure and Governance
Review the family offices organizational structure to determine the ideal mix of entities and/or trusts, ownership structure and decision matrix to ensure proper governance and to maximize tax efficiency and estate planning efforts. Organize, educate, and navigate the cross-generational needs of various family members.
Operational and Reporting Services
Our services include a back-office review, restructuring, staff evaluations, workflow analyses, review of internal risk controls (cash movement, signing authority, document protection), engaging and managing outside service providers (CPAs & Attorneys). Develop reporting solutions to ensure the family has a complete picture of their balance sheet, performance, risk and cash flow.
Using Only the Services You Need
The OVAL team can serve as outsourced CEO, CIO, CFO, or COO. We can create a complete virtual family office or manage an existing office. Within the Family Office we can also engage an owned business to increase top line revenues or prepare for exit.
Copyright © 2021