Family Office Services

Multi-Family and Single Family Offices (“SFOs”) face an increasingly complicated regulatory landscape. Both are focused on new regulatory burdens and the associated costs of compliance, as well as defining their business strategy. For Single Family Offices (“SFOs”) the possibility of conversion to a multi-family office is a significant consideration. Oyster Consulting is experienced with helping family offices define strategy, opportunities and regulatory requirements, as well as the day-to-day management of a SFO. Oyster works with SFO clients to ensure their family office fulfills the family’s needs while maintaining a compliant but streamlined structure. In addition, Oyster can help SFOs gain a full understanding of the cost/benefit analysis associated with converting to or joining a multi-family office.

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Oyster’s Family Office Services will focus on:

  • Family Office regulatory and compliance burdens
  • Streamlining structure and management of SFOs
  • Benchmarking Costs
  • Defining business strategy and opportunities
  • Cost/benefit analysis of converting to or joining a multi-family office

The Oyster Difference

Oyster can coach a Family Office’s management team on day-to-day management, while assisting in their business strategy, and guiding them through new regulatory burdens and the associated costs of compliance.  In addition, Oyster can help SFOs determine if a conversion to a multi-family office is beneficial.  Our consultants will enable the SFO to fully understand the new compliance burdens as they enter the world of carrying customer data as an RIA, or as a firm no longer with the benefit of the family office reporting exemptions.