The Finley Team Fit

Your family’s unique situation is our starting point. 

There are many ways to engage the Finley team to accommodate your families’ specific needs. We typically works on annual retainer, once a Family Office relationship has been established, We often blend engagement models when clients initiate or achieve specific goals and transitions.

Turnkey Family Office

Full-time Team Engagement

Maximum support and service provision for all Family Office needs, working with your existing family legal and finance advisors. Equivalent to having a senior executive and 1-3 associates continuously available for a specific period. Recommended for Family Office start-ups or for comprehensive transformation work across many fronts.

Mentored Leadership

Quarter-time Executive Engagement

Family leadership support and mentorship by a Finley executive, concentrating on leadership, skills transfer, decision support and team capacity building.

Collaborative Family Office Development

Half-time Team Engagement

Using Finley & Associates tools and analytic frameworks, our team members will collaborate with and support the Family Office management and family members to evolve strategies and implement projects. Budgetary range: half-time access to senior executives and/or consultant analyst, as project needs dictate.

Task Team Mentorship

Quarter-time Senior Associate Engagement

Finley & Associates leads and mentors Family Office management through provision of templates, guidelines and oversight. Budgetary range: access to senior executive or consultant analyst, as project needs dictate, 1.25 days per week.

Discrete Project Delivery

Project Estimate, Team Delivery Model

For any service, the Finley team can implement with minimal involvement of Family Office management and staff. We scope and cost out on a case-by-case basis. Discrete project delivery:
• Overcomes resourcing challenges and day-to-day distractions.
• Provides efficient execution with minimal translation and coordination issues