multidisciplinary consulting approach. Coupled with our knowledge, experience, and exposure to a myriad of family offices at different ages and stages of development, our guidance is unparalleled. Our consulting services range from helping families set up new family offices and optimizing established family offices, to effectively transitioning ownership, building governance structures and family leadership for multi-generational families. We also advise on foundation development, giving strategies, and governance. When it comes to administration, we offer the systems and support that enhance the critical areas of your operation such as budgeting, reporting, document management, strategic planning, operations, communication, and calendar management. For solutions that are more hands-on, we also provide C-suite services in the areas of tax, accounting, compliance, and staffing. Our education solution, Tamarind Learning, provides online courses and learning paths that empower families to succeed, perpetuate, and prosper. Participants can learn independently or in cohorts, attend live webinars, and take advantage of one-on-one coaching and mentoring. We also customize learning to the needs of individual families.

We work with families of wealth, the operators in their family offices and family enterprises, and their strategic advisors and providers to solve their unique family office and wealth challenges. The families we work with are typically at a crossroad, facing situations that require complex change solutions.

We are thought leaders, innovators, educators, and practitioners in the family office industry. By design, we are both independent and unbiased. Our team is highly experienced (having been operators in family offices, roles in family foundations, and on family business boards of directors) and is well positioned to support clients in all areas of the family office. We blend 50+ years of experience working in the family office, wealth management, and professional services industries, with our drive for excellence and our dedication to finding the best solutions.