​​​​​
 

 

Tailored. Discreet. Built Around You.
Setting up a Single Family Office is more than just structuring wealth, it’s about creating a legacy. Our bespoke consulting services help ultra-high-net-worth families establish private offices that reflect their values, protect their assets, and streamline their affairs. We offer discreet, non-regulated guidance to design and implement a Family Office that fits your vision - with clarity, control, and confidentiality at the core.

​

1. Family Office Setup & Organizational Consulting​

​

We are helping the family design and implement the structure and governance of the family office without providing legal or financial advice, such as the following:
 

• Designing organizational charts and reporting lines
   

• Developing operational policies and procedures
   

• Advising on staffing needs and roles (e.g., hiring executive assistants, lifestyle managers)
   

• Establishing communication protocols within the family office
   

• Vendor selection process facilitation (e.g., tech providers, concierge services)
   

 

2. Governance & Family Dynamics Advisory

​

We can help you facilitate family governance frameworks and support family relationships and decision-making processes.

Examples:

​

• Facilitating family councils or boards (meeting planning and moderation)
   

• Designing family constitutions, mission statements, and charters (non-legal drafting)
   

• Coaching on conflict resolution and family communication strategies
   

• Educating next-generation members on family governance roles and responsibilities
   

• Facilitating succession discussions and transition planning (non-legal)
   

 

3. Operational Efficiency & Process Improvement

​

We can help you streamline internal family office processes and workflows to improve effectiveness and reduce costs.

Examples:

​

• Mapping and optimizing reporting workflows (financial and non-financial)
   

• Developing standard operating procedures (SOPs)
   

• Advising on document management and data security policies (non-technical)
   

• Designing risk management and compliance frameworks (without legal or regulatory advice)
   

• Implementing business continuity and crisis management plans
   

 

4. Technology Advisory & Systems Implementation

​

Advising on technology solutions that support family office operations, reporting, and data management.

Examples:

​

• Assessing and recommending family office software (e.g., Addepar, eMoney)
   

• Supporting technology vendor evaluations and implementations
   

• Advising on data integration and dashboard design
   

• Cybersecurity best practices guidance (general, not certified cybersecurity services)
   

• Digital transformation strategy
   

 

5. Philanthropy & Impact Advisory

​

Assisting families in structuring and managing their philanthropic initiatives and social impact strategies.

Examples:

​

• Defining philanthropic mission and values
   

• Designing grantmaking processes and policies
   

• Facilitating family involvement in philanthropy
   

• Benchmarking impact and charitable giving strategies
   

• Organizing charitable events or foundations (non-legal setup)
   

 

6. Lifestyle & Concierge Consulting

​

Advising on managing personal lifestyle services, privacy, and security without regulatory oversight.

Examples:

​

• Planning family events and travel
   

• Household and staff management consulting
   

• Advising on personal security and privacy best practices (non-legal)
   

• Vendor and service provider selection support (luxury services, real estate)
   

 

7. Benchmarking & Market Research

 

Providing data and analysis on family office industry trends, peer benchmarking, and strategic market insights.

Examples:

​

• Family office peer group comparisons (structures, fees, services)
   

• Market research on emerging family office trends and innovations
   

• Analysis of best practices across governance, operations, and philanthropy
   

• Preparing custom industry reports or whitepapers

 

 

8. Risk Management & Compliance Framework Design

​

Developing internal policies and procedures to identify, monitor, and mitigate operational risks without providing regulated compliance or legal advice.

Examples:

​

• Creating risk management frameworks (non-technical, non-regulatory)
   

• Business continuity and crisis management planning
   

• Designing internal controls and audit procedures
   

• Advising on data privacy policies consistent with family values
   

 

9. Legacy & Succession Planning Facilitation

​

Guide the family through discussions about values, vision, and transition strategies without providing legal, tax, or investment advice.

Examples:

​

• Facilitating legacy vision workshops and family meetings
   

• Coaching next-generation members on leadership and stewardship roles
   

• Advising on communication strategies for wealth transition
   

• Supporting philanthropic legacy design
   

• Assisting in preparing non-legal legacy documentation (e.g., family mission statements)

​

​

Disclaimer: 

Our consulting services are non-regulated and do not include legal, tax, or investment advice. For such advice, please consult appropriately licensed professionals.

​

We at Nimet Group will help you for your Single Family Office (SFO) setups.​

​

​

​

​

​

​

​

​

​

​

​

​