On Your Growth Journey, Together
Consulting. Management. Investments. Preservation.
The 4 Pillars of our Solutions
Through decades working with families like yours, we have gained the insight and understanding to earn the trust of some of the most affluent families.
We understand you face challenges – with great wealth comes great responsibility – and FARO wishes to accompany you to address these challenges.
Wealth
Consulting
What we do
At the core of FARO’s mission is our ability to provide you with independent and transparent advice about your current growth strategy. To achieve that objective, we conduct a thorough and unbiased analysis of your current providers, investment strategy and fee-structure.
This allows us to share an independent opinion about the quality of these providers, to identify and resolve any conflicts of interest, and to make recommendations as to how you could strengthen these relationships or form new ones.
By evaluating your fees structure, we are able to uncover hidden costs and find areas for efficiency. When assessing your portfolio of investments, we look for opportunities that are hidden in plain sight, and can identify any risks and exposures in the event of a shock or crisis.
Why we do it
To provide our clients with an independent perspective about their providers and the way their portfolio is being managed. In the process we advise you on the best strategy to managing and growing your assets.
We are not competitors to your family offices or wealth managers. We are complimentary to them.
How we do it
Wealth
Management
What we do
Our Wealth Management solution gives you total transparency about our investing process, access to a full spectrum of opportunities in each asset class, and total control over your investments and their performance.
We manage your capital the same way we manage our own. That means we source best-in-class and most cost-efficient vehicles to suit your unique financial objectives and desired exposures, we allocate assets thoughtfully throughout the business cycle, and we provide you with support and research from a team of top strategists, economists, and investment professionals. We also advise on philanthropic investing and grant giving.
So you know where you stand in relation to your capital at all times, we centralize and aggregate your assets and their performance in real time through a secured online platform, we actively monitor your portfolio and react swiftly to external events that could impact our investment outlook, and we provide you with a holistic reporting of all assets and liabilities, reconciling liquid and illiquid portfolio holdings, financial data and transactions daily.
Why we do it
Managing capital can be a complex and challenging endeavor. Not only does it require breadth and depth of expertise in different asset classes, but it takes creativity and innovation.
We aim to simplify the management of your assets, holistically, and save you time and resources along the way.
How we do it
We seek to maximize returns in the context of an entire estate by taking in consideration all risks, rather than looking at a portfolio in isolation.
Direct
Investments
What we do
FARO’s Direct Investments gives you direct access to off-the-market, tangible, capital investment opportunities that can enhance the overall return on your portfolio. Through our team of investors, you get access to and can participate in early- to late-stage tech ventures, invest in private real estate projects, and acquire exclusive works of art.
Each of these opportunities goes through a rigorous assessment and selection process – including a meticulous and thorough due diligence with our ecosystem of partners – before we decide to invest into the best ones. Because we source these opportunities ourselves, we avoid the typical commissions from the financial institutions.
Under our Direct Investment strategy, we offer entrepreneurs and companies advise how to best structure their financing, their partnerships and their exit strategies.
In addition, when you invest in direct private equity, you benefit from our years of experience growing companies from early stage to IPO and beyond as we provide you with the expertise and the guidance you need to grow the business and your investment.
Why we do it
The best investment and financing structuring opportunities are not always available to the public. Through our extensive relationships and our market reputation, we have access to a high volume of such private opportunities. We open these doors for you so you can participate and benefit, and we often co-invest ourselves.
We also help you navigate through the challenges that come with investing in direct private equity: For instance, we evaluate how such investments will impact the family’s overall portfolio allocation, or, depending on how involved you want to be, we advise you on how to best manage these investments and whether or not you need to bring specific expertise to your organization.
How we do it
We have established a proven, rigorous process that allows us to recommend the best opportunities based on strict investment criteria.
Wealth
Preservation
What we do
While family offices are often established by the family’s senior generation, effective governance hinges on both the experienced leadership of those senior family members and selective delegation to others.
As part of its services, FARO creates and implements the organizational structure that ensures that the vision and strategy are set by you, while tactical decisions and day-to-day execution are carried out by expert family office personnel, supported by outside advisers.
In the process, we act as liaisons between the different family members, foster positive family dynamics, emphasize effective communication, and educate the next generation about how to manage current and future assets.
Why we do it
Each family is unique and encompasses many relationships. Life priorities and values can be different from one generation to the next. Our goal is to align the different perspectives and ensure a successful transition of your family’s assets and values.
How we do it
From overseeing your board of directors to acting as liaison with your different providers and facilitating information sharing and succession planning, FARO advises you every step of the way to make family governance effective and enduring.