FAMILY OFFICE                                                            
OUR process
FOWM - Process flow
Concierge


 
The McKinley 2Q Process Flow  provides comprehensive design, implementation and coordination of a Family Office's needs, goals and affairs.  We deliver recommendations based on your priorities, and at all levels, help the Family Office and the family members avoid unnecessary risk in achieving their goals.                                (click steps 2-8 below to see details)
 
 
 
 
"OUR PROCESS

IS ONGOING,

CUSTOMIZED

AND ALWAYS

PROACTIVE."

Step 1: Define Goals. Following the 'discovery' phase to accumulate all necessary documents to create a present condition model, we encourage (and consult in) the establishment of a family board or investment committee. The boards' makeup and ultimate responsibilities can be as varied and unique as each family office client. No one formula fits all families. We recommend the board or committee be representative of various family lines and generations. This group will work through our process flow ultimately defining the family office mission, governance, investment policy statement and asset allocation statement as well as administrative and special services or concierge needs that must be provided for. We also encourage creating a trusted advisor advisory board. For those families with existing boards, we move right into the process flow and step 1; define family office goals; needs & priorities.