For Advisors
The Work No Single Advisor Owns
Your clients need planning, reporting and financial oversight that no single advisor is engaged to provide. We provide it, and work alongside you so it fits with what you already do.
The Way We Work
One Plan, Every Advisor
We take on the planning and oversight around your work, so each advisor’s part fits the family’s wider plan.
- YouYour client’s trusted advisor
Dunvegan
Coordination for a complete plan
Your Client
The family and their affairs
How We Work Alongside You
Hover over or select an advisor to see how we work alongside them.Tap an advisor to see how we work alongside them.
Accountants
We keep the family’s books reconciled through the year and bring you into the tax planning early. Where you prepare the returns, you receive reconciled records ready for year end.
Bookkeeping and Tax ComplianceLawyers
We work out the financial side of estate, trust and corporate plans with the family, then give you a clear brief: who owns what, what is intended and the steps involved. Wills, trust deeds and legal opinions stay with you.
Estate PlanningInvestment Advisors
We track capital calls, distributions and fund documents and reconcile our reporting to your statements, so you and the family work from the same figures. Investment decisions are the family’s, made with you.
Investment AdministrationBankers
We prepare the cash-flow information and the documents behind borrowing and guarantees from current records, clearly marked as unaudited management reporting.
Fractional CFOInsurance Brokers
We keep the family’s policy record current (who owns each policy and who it pays) and brief you before each renewal. Coverage advice and placement stay with you.
Insurance and Risk ReviewWhat You Can Expect
Coordinate
Bring the right people together at the right time.
Provide Clarity
A clear plan across your client’s affairs.
Follow Through
Keep each step moving until it is done.
Independent by DesignNo bank or fund company behind us.
Referrals
Where We Can Help
You will know the families: proceeds from a sale sitting in a holding company, a succession that needs planning, capital calls landing in one person’s inbox. We work with those families on estate, trust, tax and succession planning, then handle the ongoing work: reporting, cash flow, and following up on each advisor’s part.
Resource
A One-Page Overview
A one-page summary of what we do, how we work with a family’s advisors and who we are. Share it with clients, or print it as a handout.
Next Step
Making an Introduction
Talk to the founders first, then introduce the family when they are ready.