Family offices and private investment offices
Research for direct investments
We compare companies or properties against your investment brief. You receive candidate profiles, sources and questions for owners and your internal review.
Free initial consultation. Scope and fixed fee agreed before work begins.
Research for a specific investment objective
Before work begins, we agree the investment type, market, selection criteria, deliverable format, deadline and fixed fee.
- Candidate comparison
- Companies or properties compared against the agreed criteria, including selection and exclusion reasons, documented information and gaps.
- Profiles for internal assessment
- Business activities or property use, ownership and available financial or operating information. Each profile includes sources and questions for further review.
- Preparation for discussions
- Questions for the owner and available contact routes. Inclusion in the comparison does not imply a willingness to sell. Any outreach, including the information shared on your office’s behalf, is agreed separately.
Discuss your investment brief.
Use the free initial consultation to discuss your investment objective and the scope of paid research.
Do we need to disclose the family’s assets?
The initial conversation needs only an investment brief and a description of the required output. No asset inventory or confidential attachments are needed. If an engagement requires further documents, we agree their scope and how to share them in advance.
Can you review an opportunity we have already identified?
Yes. An engagement can focus on a particular company or property and your outstanding questions. We distinguish the commercial review from any legal, tax or technical assessments requiring specialists.