Family Office Advisory
Strategic Counsel for Private Investment Offices.
For families who have established their own investment infrastructure, Rande Partners provides high-level strategic advisory to enhance governance, operational efficiency, and long-term sustainability. We assist “accidental” family offices in evolving into professionalised, institutional-grade organisations.
Investment Governance
The Objective: To establish a disciplined framework for capital allocation that transcends individual managers and market cycles.
Our Intervention: We design comprehensive investment policy statements and governance structures. This includes defining clear risk parameters, establishing asset allocation frameworks aligned with liability profiles, and creating decision-making hierarchies. We clarify authority limits, specifying who may commit capital, in what quantum, and with what oversight, to mitigate operational risk and ensure strategic discipline.
Family Governance & Succession
The Objective: To prepare the next generation for stewardship and ensure decision-making continuity.
Our Intervention: Rande Partners structures formal governance mechanisms, including family councils and investment committees. Beyond structure, we design educational pathways for rising generations, moving beyond theoretical instruction to practical engagement with family business and investment dynamics. We also facilitate sensitive discussions regarding succession, modelling various financial and control scenarios to align expectations and prevent future conflict.
Operational Optimisation
The Objective: To ensure the family office delivers value efficiently and effectively.
Our Intervention: We conduct comprehensive operational audits to assess staffing levels, technology infrastructure, and cost efficiency. We advise on the optimal balance between internal capabilities and outsourced expertise – determining, for instance, whether legal counsel should be in-house or retained. We also rigorously assess the performance of external providers to ensure alignment with current market standards.
Multi-Advisor Coordination
The Objective: To harmonise advice from legal, tax, and investment specialists across jurisdictions.
Our Intervention: We map the entire wealth structure to identify inconsistencies or risks arising from siloed advice. We assume the role of lead coordinator, ensuring that tax strategies are vetted against estate planning goals and that cross-border implications are fully addressed before implementation. This integration prevents costly misalignments and ensures a unified strategic direction.