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| Outsourced Solutions |
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Due to the changing economic and regulatory environment, many single family offices
are seeking to re-align themselves to achieve sustainability. One way to do so is
to keep overhead costs fixed and to find external partners that can fill either
a temporary or permanent position within the family office. Silver Bridge Family
Office Partners’ offering is designed flexibly to work with family office “executives”
and provide necessary resources in any of the following areas:
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| Outsourced Family Office Chief Investment Officer ("CIO"): |
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Silver Bridge Family Office Partners can serve as an “Outsourced CIO” to provide investment consulting and oversight services, which includes advising on strategic and tactical asset allocation, conducting extensive manager due-diligence, monitoring performance, trading, and providing economic and market commentary.
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| Outsourced Family Office Chief Financial Officer ("CFO"): |
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Silver Bridge Family Office Partners can act as an “Outsourced CFO” to provide financial
administration and management, including tax planning and preparation, accounting,
bookkeeping, financial reporting and document management and storage.
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| Outsourced Family Office Chief Technology Officer ("CTO"): |
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Silver Bridge Family Office Partners can provide its comprehensive and proprietary
technology platform to help family offices streamline back office operations, realize cost efficiencies, and
deliver better reporting to family members. By looking to Silver Bridge to help
consolidate and reconcile data, provide an integrated technology system, generate
client-ready reporting and help track and report on alternative investments, our client's
can spend time on more value-added and strategic services.
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