As an asset owner, family office executive or trustee, you often need information on services that lie outside your area of expertise. Whether this is legal, tax, property or lifestyle management, we have vetted experts on hand to help.
To be connected with a Finlight vetted expert, you only have to follow these three simple steps:
01
Register
Complete your details and explain what you’re looking for.
02
Match
Match your request to the right expert (all our experts have been used and recommended by family offices).
02
Match
Match your request to the right expert (all our experts have been used and recommended by family offices).
03
Your solution
Discuss the project or question with your recommended expert. We manage the process, saving you time and the usual search costs while ensuring the compatibility of both parties
Find out how our experts could help you
Investment due diligence
01
A family office wanted to investigate the quality of US high-yield bonds to increase their portfolio yields. A bank’s view on the matter would not necessarily be impartial and this client found it hard to speak to someone without a vested interest.
02
We identified a suitable expert that came highly recommended by family office peers.
03
We evaluated all parties’ suitability to work together.
04
We helped save time and the usual search costs.
05
Due to our involvement, all parties knew they could trust each other from the outset.
Family governance
01
A family decided it was time to set up their own family office. However, they needed advice on the alternative structures, best practice guidance and then help to deploy their chosen approach.
02
We identified suitable experts - a family coach, an accountant, a headhunter and a lawyer - that came highly recommended by family office peers. test
03
We evaluated all parties’ suitability to work together.
04
Due to our involvement, all parties knew they could trust each other from the outset.
Admin & compliance
01
Not all accountants can understand family complexities. To recruit the ones that do, can prove to be a lengthy and expensive process. The alternative is to access ad hoc support from experts.
02
We identified a suitable accountancy expert (recommended by family office peers) to supplement the in-house accountancy skills.
03
We evaluated all parties’ suitability to work together.
04
We helped save time and the usual search costs.
05
Due to our involvement, all parties knew they could trust each other from the outset
Property refinancing
01
A small pension fund wanted to refinance its international property portfolio. This meant adhering to the local regulations in each country so they needed legal advice for each jurisdiction.
02
Instead of hiring a large firm with offices worldwide, they asked us to identify suitable local lawyers (recommended by family office peers) to provide a confidential, boutique approach that matched the pension fund’s work culture and ethics.
03
We evaluated all parties’ suitability to work together.
04
We helped save time and the usual search costs.
05
Due to our involvement, all parties knew they could trust each other from the outset.
01
A family office wanted to investigate the quality of US high-yield bonds to increase their portfolio yields. A bank’s view on the matter would not necessarily be impartial and this client found it hard to speak to someone without a vested interest.
02
We identified a suitable expert that came highly recommended by family office peers.
03
We evaluated all parties’ suitability to work together.
04
We helped save time and the usual search costs.
05
Due to our involvement, all parties knew they could trust each other from the outset.
01
A family decided it was time to set up their own family office. However, they needed advice on the alternative structures, best practice guidance and then help to deploy their chosen approach.
02
We identified suitable experts - a family coach, an accountant, a headhunter and a lawyer - that came highly recommended by family office peers. test
03
We evaluated all parties’ suitability to work together.
04
Due to our involvement, all parties knew they could trust each other from the outset.
01
Not all accountants can understand family complexities. To recruit the ones that do, can prove to be a lengthy and expensive process. The alternative is to access ad hoc support from experts.
02
We identified a suitable accountancy expert (recommended by family office peers) to supplement the in-house accountancy skills.
03
We evaluated all parties’ suitability to work together.
04
We helped save time and the usual search costs.
05
Due to our involvement, all parties knew they could trust each other from the outset
01
A small pension fund wanted to refinance its international property portfolio. This meant adhering to the local regulations in each country so they needed legal advice for each jurisdiction.
02
Instead of hiring a large firm with offices worldwide, they asked us to identify suitable local lawyers (recommended by family office peers) to provide a confidential, boutique approach that matched the pension fund’s work culture and ethics.
03
We evaluated all parties’ suitability to work together.
04
We helped save time and the usual search costs.
05
Due to our involvement, all parties knew they could trust each other from the outset.
How we vet our experts
When we recruit an expert to our network we undertake a rigorous process. A CV and references from family offices are required. We follow up references whilst also running checks to ensure there’s no criminal record. Then we interview them. This ensures we have the utmost confidence in the experts we recommend.
How we vet our experts
When we recruit an expert to our network we undertake a rigorous process. A CV and references from family offices are required. We follow up references whilst also running checks to ensure there’s no criminal record. Then we interview them. This ensures we have the utmost confidence in the experts we recommend.